Client Service Coordinator

Northwestern Mutual - Clayton • Herrin, IL

114d

About The Position

We are catalysts for transformative changes through comprehensive, multi-generational planning. Our dedication to excellence ensures that every step we take today paves the way for our clients to live a life well planned. Our values include personal responsibility, faith, service excellence, personal & professional growth, and family. The Client Service Coordinator is an integral part of The Vitality Wealth Group. They are responsible for establishing and maintaining leading edge office operations while serving as the primary contact for clients, prospects, recruits, and guests.

Requirements

• 1+ year experience in customer service and professional office settings required
• Obtain Life and Health licensing within 90 days of employment
• Possess basic computer and Microsoft Office experience
• Independent learner who seeks knowledge and is adaptable to change
• Best version of yourself in a highly collaborative and interdependent team setting
• Ability to excel in an organized and detail-oriented environment

Responsibilities

• Greet all individuals and direct them appropriately, answer and screen phone calls
• Process client service requests
• Maintain welcoming and clean appearance of common office areas
• Maintain organized filing systems, both hard copy and digital – assist with other clerical tasks as needed
• Replenish and re-order snack and drink supplies for the office
• Maintain adequate coverage for the team through cross-training in other areas of support
• Complete and/or assist with projects as needed by the team

Benefits

• Health, Vision, & Dental Insurance
• Short-term Disability
• SIMPLE IRA
• PTO + Holiday Pay
• Industry licensing and continuing education expenses
• Personal and professional development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees