DESCRIPTION:
Northwestern Mutual is a Fortune 100 Company with expertise in helping clients achieve financial security. As one of the fastest growing offices within the enterprise, we are seeking a motivated Client Services Associate (CSA) to join our team.
The CSA specializes in client relations, planning execution, and operational support, ensuring a high-quality client experience through organized workflows, accurate processing, and proactive communication.
This role enables business growth by maintaining operational efficiency and managing client service functions, allowing the Financial Advisor to focus on prospecting, consulting, and relationship building.
This is a high-volume, deadline-driven environment supporting an advisor with 15–30 client meetings per week, requiring strong organization, prioritization, and execution skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Administration & Client Service
- Calendar management and client meeting coordination
- Client meeting preparation, reminders, and follow-up
- CRM management, documentation, and compliance support
- Client onboarding, intake, and file maintenance
- Client segmentation and lifecycle tracking
- Manage incoming correspondence and daily task execution
- Maintain client case files and internal reporting trackers
Planning Operations
- Prepare planning cases based on advisor pipeline
- Generate financial plans (PXs) and initial insurance illustrations
- Serve as liaison between advisor and Network Office support
Insurance Operations
- Submit illustrations and pre-applications to case manager
- Coordinate underwriting, medical requirements, and applications
- Communicate underwriting requirements to clients
- Support ongoing policy servicing and follow-up
Investment Operations
- Field client correspondence and requests
- Coordinate account opening, maintenance, and monitoring
- Assist with asset movement, conversions, and trades
Strategic Business Development
- Develop and manage quality feedlists
- Support marketing initiatives and CRM outreach campaigns
- Assist with pipeline development and opportunity tracking
Operational Excellence
- High-quality client onboarding and service delivery
- Accurate and up-to-date tracking/documentation
- Timely turnaround on planning and insurance deliverables
- Responsiveness to client communications
QUALIFICATIONS:
- Bachelor’s degree preferred
- 2–5 years of professional experience, preferably in financial services or insurance
- Strong proficiency in Microsoft Office (Excel, Word, Outlook)
- Exceptional organization and attention to detail
- Ability to prioritize in a fast-paced, deadline-driven environment
- Strong communication skills (written and verbal)
- High ownership and accountability
- California Life & Health license preferred (or willingness to obtain)
COMPENSATION & BENEFITS
Base Compensation
- $55,000 – $65,000 starting salary
- $5,000 increase upon licensing and internal promotion milestones
Benefits
- 401(k)
- Health, dental, and vision insurance
- Paid time off
- 6 paid holidays annually
- Additional accrued sick/vacation days
Job Type: Full-time
Work Location: Hybrid
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
