Client Services Associate - Northwestern Mutual

Denver • Denver, CO

4d • Hybrid

About The Position

The Client Services Associate provides full support to one or more Advisors & will primarily manage the execution of all of Advisors’ recommendations, preparation & closure of client meetings. Those responsibilities include data collection for investment analysis & operations, risk management implementation & service, and drafting client communication. This position will allow the associate to get broad exposure to an integrated financial planning practice.

Requirements

• BA/BS Degree required; Financial Planning/Finance/Economics/Business Major highly preferred
• Must have strong organizational & prioritization skills
• Excellent follow-up & follow-through capabilities
• Task oriented
• Professional attitude, flexibility, demeanor, & appearance
• Must be an above-average communicator with exceptional interpersonal skills
• Must have an understanding of investments & general financial knowledge
• Must be able to demonstrate ability to build & maintain client relationships and trust

Nice To Haves

• Life & Health and Series 7 Preferred
• Previous work experience in the financial industry is preferred

Responsibilities

• Prepare Insurance documents for client meetings
• Assist clients through the insurance application process through underwriting to policy delivery
• Monitor case progress and follow-up proactively
• Manage insurance policy servicing
• Prepare investment documents for client meetings
• Open and fund new accounts
• Execute account transfer, rollovers, and money-movement requests
• Manage investment servicing
• Answer inbound phone & email inquiries
• Handle client service requests
• Proactively communicate with VIV Wealth Partners team and clients regarding account onboarding and servicing

Benefits

• Medical, dental and vision with 100% of medical premiums covered by Viv Wealth Partners
• 4% company 401k match
• Long term disability
• Unlimited PTO
• Bonus eligibility

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level