What are the responsibilities and job description for the Client Relations Internship position at Northwestern Mutual - Park Ave?
A career with Northwestern Mutual – Park Avenue brings mutual success. When you bring your talent, hard work, and commitment to excellence, we offer the training, mentorship, and resources to help you achieve your vision and discover your potential. Our Financial Advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help get them there. Our Network Office team supports those Advisors and provides the critical systems & resources needed for them to achieve their entrepreneurial dream.
The Client Relations Intern is responsible for assisting the Client Relations Coordinator and assisting the CRC client base. Under the direction of the Client Relations Coordinator, the Client Relations Intern is accountable for ensuring we keep our promise of superior client servicing to all unassigned clients.
Responsibilities
Business Operations
- Assists in the operations of the CRC Department by completing the following:
- Client Management – Answering calls/emails when clients reach out for servicing and getting them directed to the correct shared financial representative, or the CRC Coordinator.
- CRM Cleanup – Making sure that our CRC 00049 CRM contacts are properly put in the same household, has active products, and all active products are assigned to the correct financial representative.
- Assists in oversight of financial representatives in the CRC Program:
- Running weekly production reports and sending them to the CRC Coordinator
- Running weekly activity reports and sending them to the CRC Coordinator
- Identifies opportunities for activity and possibly sales with financial representatives
- Accompanies the CRC Coordinator to CRC 1x1’s with financial representatives in the CRC Program.
Client Management
- #1 priority is making sure that we keep the promise made to these clients by ensuring they are getting reached out to by financial representatives in the CRC Program.
- Assist the CRC Coordinator with the client transfer of all terminated financial representatives
- Assist in providing support for client transitions/segmentations
- Assist with incoming service requests from clients
- Maintain compliant client contacts
Qualifications
- Client service experience required.
- Advanced computer/sales database knowledge preferred.
- CRM experience strongly preferred.
- Knowledge of financial planning products is preferred.
- Bachelor’s Degree in business, finance, marketing or related field is preferred.
- Licensing and contracting minimum recommendations when interacting with clients based on the network office territory:
- Associate Financial Representative Contract.
- Life Insurance license (must obtain within 90 days of hiring).
- NMIS Registration (Series 6/7 and 63).
- Strong organizational skills.
- Effective time management.
- Excellent written and oral communication skills.
- Advanced customer service skills.
- Physical tasks: Willing to lift and move client files is a plus as paper files need to be organized.
- Must be able to work well in teams.
- Diligent and is always striving for success.
About Northwestern Mutual
Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.