Client Services Advisor

Northwestern Mutual • San Diego, CA

440d • $60,000 - $70,000

About The Position

The Client Services Advisor at Northwestern Mutual is a key support role within a financial planning team, responsible for managing client interactions, scheduling appointments, and ensuring compliance with company procedures. This position requires a detail-oriented individual who can effectively communicate and manage various administrative tasks to support the financial advisor's practice and enhance client service delivery.

Requirements

• Bachelor's degree required.
• 2+ years of financial planning experience.
• Proficiency in Microsoft Office programs.
• Experience with software related to financial planning and insurance onboarding.
• Strong communication skills, both verbal and written.
• Detail-oriented with a fast-paced work ethic and a positive attitude.

Nice To Haves

• Experience in appointment scheduling for at least 2 years.
• Series 6, 7, and 63 licenses preferred; insurance license must be obtained within three months of employment.

Responsibilities

• Maintain the advisor's calendar by scheduling client reviews and confirming appointments.
• Manage the advisor's LinkedIn messaging and input referrals to the firm.
• Onboard new client insurance accounts by collecting required client information and documentation.
• Schedule Insurance Exam medicals for clients.
• Follow up with clients on outstanding forms and tasks via email, call, or text.
• Enter new or updated client data in CRM and other software systems.
• Monitor underwriting processes and communicate with clients regarding their applications.
• Order and send birthday cards and holiday gifts, and organize client events.
• Provide policy owner services, including requests for policy reconsideration and changes to beneficiary/payments.
• Track and follow up on new account onboarding and client service tasks.
• Handle post-meeting case notes and maintain client case files electronically.

Benefits

• Medical Coverage
• Dental Coverage
• Vision Coverage
• Life & Disability Insurance
• 401(k)
• Hybrid Work Schedule after 6 Months of Employment
• 15 Paid Days Off
• Unlimited Bonus Potential for Client Referrals

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree