Position: Investment Client Services Representative – Advisory Services – Hybrid
About: Northwestern Mutual is a well-established financial services company committed to providing personalized and comprehensive financial solutions to its clients. The company emphasizes employee growth, inclusion, and superior client service as core values.
Requirements: Associates degree in business or related field or equivalent combination of education and experience; Minimum of 2 years related customer service experience with proven customer service skills; Solid understanding of Investment products; A basic understanding of tax implications; Advanced 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; A strong desire to continuously learn and improve; Strong problem-solving skills; Computer experience with solid keyboarding skills
Benefits: Flexible work schedules, Concierge service, Comprehensive benefits, Employee resource groups
