Job Details

Join Northwestern Mutual as a Client Service Associate, where you will play a crucial role in ensuring an organized and efficient office environment that allows our financial advisors to focus on building lasting client relationships. Your responsibilities will include assisting in the preparation of client financial plans using our proprietary software, acting as a liaison between various teams, and providing exceptional client service.

Responsibilities:

• Provide administrative support by managing case notes, processing correspondence, and maintaining client case files.
• Electronically file documents and keep financial advisors' calendars organized.
• Communicate with clients to set up follow-up meetings and confirm receipt of important documentation.
• Monitor the Daily Status Report and help expedite underwriting requirements.
• Assist in preparing and printing client instructions and marketing materials.

Client Service Support:

• Review insurance applications and ensure completeness before returning to the advisor.
• Arrange necessary medical exams for clients as part of the underwriting process.
• Process service requests from clients, such as address or payment changes.

This is a full-time position, located in Santa Barbara, CA. You will have opportunities for bonuses and additional benefits including medical, 401(k), and paid time off. You will thrive in a fast-paced environment where attention to detail and proactive action are valued. If you're ready to embark on a rewarding career with potential for growth, apply today!

Qualifications:

• Background in administrative support or customer service (experience in financial services is a plus).
• Strong verbal and written communication skills.
• Able to work independently and as part of a team while maintaining confidentiality.
• Willingness to learn, embrace new challenges, and adapt to change.

Become a vital part of our team and help shape the future of our clients' financial well-being!