What are the responsibilities and job description for the Client Relations Associate position at Northwestern Mutual and Careers?
General Responsibilities
At Northwestern Mutual Princeton, client satisfaction and support are at the core of priorities. The office is looking for a Client Relations Coordinator to support our Director of Client Relations with ensuring clients have the necessary support for a strong financial future. This individual will conduct activities to ensure all clients have a home. The coordinator has responsibility for managing Client Relations Center (CRC) clients and generating leads from the CRC client base under the direction of the CRC Director. The CRC Associate also has responsibility and accountability for the network office’s unassigned clients.
Specific responsibilities include but are not limited to:
Business Operation
- Partners with CRC Director to oversee the activity of the financial representatives on the CRC team
- Assists in accountability meetings with the CRC financial representatives and advisors
- Tracks production and activities for: Leads generated, financial representative activities related to appointments kept, and cases open and production related to sales
Client Management
- Maintains unassigned client data
- Provides support for client transitions due to planned or unplanned financial representative transitions
- Handles incoming client calls who need help connecting with their representative or address concerns
- Requests reports from home office when needed
- Serves as primary back-up when CRC Director is out of office
- Partners with administrative office staff to send documentation or letters as needed
Competencies
- Strong organizational skills
- Detail orientation
- Effective time management
- Excellent written and oral communication skills
- Advanced customer service skills
- Enjoys back-office work
- Autonomous
- Ability to learn in a fast-paced environment
Skills
- Strong project management skills with the ability to handle multiple client accounts efficiently.
- Proven experience in account management or customer service within financial services
- Proficiency in CRM platforms for managing customer data and tracking interactions.
- Excellent communication skills—clear, persuasive, and positive—both written and verbal.
- Knowledge of sales techniques and customer relationship management best practices.
- Analytical skills to interpret data trends, generate reports, and inform strategic decisions.
Pay: From $55,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Work Location: In person
Salary : $55,000