Client Services Associate - Northwestern Mutual

Denver • Denver, CO

12d

About The Position

Passage Wealth Partners is a full-service financial advisory practice backed by Northwestern Mutual specializing in wealth management and accumulation, risk management, retirement planning, tax-efficient savings strategies, and estate planning. You will be part of a top-ranked team providing sophisticated planning and superior service to our clients. The Client Service Associate serves as the advisor's second chair, supporting client relationships through meeting participation, follow-up communication, workflow coordination, and operational execution. This role develops expertise in the firm's service model and works closely with advisors and team members to ensure an exceptional client experience.

Requirements

• Bachelor’s degree required
• Life and Health Insurance License or obtained within the first six months.
• Securities Registration including SIE, Series 6 or 7, and Series 63 obtained within the first year.
• Mastery level proficiency, comfort, and efficiency with Microsoft Office Suite.

Nice To Haves

• Industry experience preferred.
• Strong organization and attention to detail.
• Excellent written and verbal communication.
• Coachable and eager to learn.
• Comfortable managing multiple priorities.
• Demonstrates initiative while seeking guidance when appropriate.

Responsibilities

• Attend client and prospect meetings and document discussions, recommendations, and next steps.
• Prepare meeting summaries and follow-up communications.
• Coordinate and facilitate routine client service requests, ensuring completion of action items.
• Maintain client records and workflow systems, ensuring data is accurate and up-to-date.
• Schedule meetings and manage advisor calendars as needed.
• Collaborate with team members to ensure service requests and information collection are completed accurately and promptly.
• Escalate complex client concerns or planning matters to the Financial Advisor.
• Coordinate with planning team to obtain information to develop financial plan and prepare recommendations.
• Assist in the preparation of all materials for plan presentation and account reviews, including: Financial plan, Client statement, Investment policy proposals/statements, Risk product proposals and/or in-force illustrations, Performance reports and marketing materials.
• Track and manage open cases and workflow action items; ensure tasks are assigned, updated, and closed.
• Coordinate with operations team to prepare paperwork for new policies/accounts, collecting eSignatures, and submitting required paperwork.
• Track cases through underwriting/approval; act as liaison with carriers/custodians for requirements and provide timely internal status updates.
• Assist with ongoing servicing, including policy maintenance, billing, and servicing, as well as routine account maintenance and cash movement needs.
• Develop a strong understanding of the firm’s insurance and investment operations; pilot new programs and ensure compliance with firm, carrier, custodian, and regulatory standards.

Benefits

• 401(k) plan with employer match
• Medical insurance including health, dental, and vision coverage
• Group short-term and long-term disability insurance
• Generous PTO policy including paid holidays
• Family leave (maternity, paternity, & adoption)
• Support for personal education and development - including licensing, registration, and designations.

What This Job Offers

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