Client Success Specialist - Quincy, United States - Northwestern Mutual

Northwestern Mutual
Northwestern Mutual
Verified Company
Quincy, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Job Summary:
Objectives of this role

  • Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.
  • Conducting indepth economic assessments to analyze clients' current financial situations and identify areas for growth and improvement.
  • Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.
  • Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
  • Helping the company meet its financial objectives through personalized financial planning.
  • Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.
Your tasks

  • Organize client meetings to discuss financial goals, risk tolerance and investment preferences.
  • Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.
  • Conduct indepth research and analysis of investments, tax laws, and other financial matters to provide informed advice.
  • Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
  • Create detailed financial plans, including cash flow projections, retirement planning, and tax optimization strategies.
Required skills and qualifications

  • BA bachelor's degree in finance, economics, business administration or a related field.
  • Excellent interpersonal skills and the ability to build trust and rapport with clients.
  • Strong analytical and problemsolving abilities with quick decisionmaking and a resultsoriented mindset.
  • Exceptional verbal and written communication skills in explaining complex financial concepts to clients.
  • Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.

Pay:
From $75,000.00 per year


Benefits:


  • 401(k)
  • 401(k)
matching

  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Health savings account
  • Paid time off
  • Vision insurance
  • Work from home

Compensation package:

  • Bonus opportunities
  • Performance bonus

Schedule:

  • 8 hour shift
  • Monday to Friday

Education:


  • Bachelor's (required)

Work Location:
In person
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