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4 Client Services Associate Jobs in Franklin, WI

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northwesternmutual
Franklin, WI | Full Time
10 Months Ago
Northwestern Mutual
Franklin, WI | Full Time
$84k-119k (estimate)
Just Posted
Northwestern Mutual
Franklin, WI | Full Time
$38k-47k (estimate)
1 Month Ago
Client Services Associate
Full Time 10 Months Ago
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northwesternmutual is Hiring a Client Services Associate Near Franklin, WI

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties & Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment Becoming proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a Registered area. Researches and evaluates possible solutions to semi-complex problems that requires identifying root cause and some deviations from procedures Takes ownerships of calls and begins to anticipate future issues to avoid repeat calls and unnecessary call transfers De-escalates client experience situations and able to apply skills learned in Effortless Experience training (CEB) to all situations Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients Embraces new technology, educates clients and Financial Representatives on our client website and self-service capabilities and understands risks and impacts that the transaction has on the client or policy Embraces change by keeping an open mind to new ideas, and readily adjusts to new or changing processes. Embraces continuous improvement by identifying opportunities for improvement Fosters a professional relationship with our clients to enhance brand loyalty Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards Multi-tasks between phone and casework/transactional duties with the high degree of accuracy and quality Qualifications Associates degree in business or related field or equivalent combination of education and experience Minimum of 1 year related customer service experience with proven customer service skills Basic understanding of Financial Services products Strong written and verbal communication skills Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy Strong organization skills with the ability to prioritize tasks. Ability to welcome change and embrace continuous improvement in a fast-paced work environment A strong desire to continuously learn and improve Strong problem-solving skills and ability to provide options Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages Ability to navigate multiple systems and applications to complete standard requestsSuccessful completion of any required training #LI-POST #IN-POST This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting. Required Certifications: Series 63 - FINRA, Series 7 - FINRA, SIE - FINRA Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now! We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law. If you work or would be working in Colorado or outside of a Corporate location, please click here for information pertaining to compensation and benefits.

Job Summary

JOB TYPE

Full Time

POST DATE

05/24/2022

EXPIRATION DATE

10/28/2022

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The job skills required for Client Services Associate include Customer Service, Problem Solving, Confidentiality, Futures, Financial Services, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.

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If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Services Associate job description and responsibilities

A client service associate works as a financial assistant and financial advisor to clients.

02/03/2022: Oklahoma City, OK

Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.

03/03/2022: Brownsville, TX

Client services representatives manage client relationships and provide customer support.

03/31/2022: Pierre, SD

A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.

01/29/2022: Bridgeport, CT

Provided daily financial transaction services for clients while delivering excellent customer care.

03/18/2022: Lincoln, NE

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Services Associate jobs

These positions require familiarity with customer services tools and programs.

04/05/2022: Washington, DC

Client services associates also should have strong math, time management and critical thinking skills.

01/22/2022: Pine Bluff, AR

These associates provide administrative and client support to financial advisers.

03/03/2022: Jacksonville, FL

Client Services Associate must be excellent communicators capable of leading a team.

02/25/2022: Jackson, MS

And strong client relations skills are key to building and maintaining long-lasting business relationships.

01/26/2022: Provo, UT

Step 3: View the best colleges and universities for Client Services Associate.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
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