Client Services Associate - Irvine, United States - Northwestern Mutual

Northwestern Mutual

Verified Company

Irvine, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Job Title:
Client Service Associate

Company:
Luminate Wealth Management & Insurance Services | Northwestern Mutual Orange County

Our firm is one of the largest practices within Northwestern Mutual.

We are proud to manage over $1.5 billion in client assets and work with some of southern California's most successful and influential families and businesses.

We provide comprehensive financial planning and wealth management, requiring a high level of intellectual capital and an unwavering commitment to the clients who have trusted us.

What you will bring to the firm:
You have a relentless drive to learn and grow as part of a high performing financial planning team.

You have a passion for helping clients achieve their goals and are constantly looking for ways to add value, provide better service, and build a deeper relationship.

What you will do:

Generate and process paperwork for account opening, asset movement, and account maintenance.
Facilitate underwriting and onboarding for new insurance clients.
Support Private Wealth Advisors and Plan Analysts with client servicing requests.
Work directly with clients to answer questions on their investment portfolios and insurance policies.
Collaborate with other team members to work towards quarterly goals to help improve and refine firm operations.

EXPERIENCE:

A strong background in high touch client service.
Experience helping customers or clients navigate paperwork in a complex and regulated environment.
At least two years of transferrable work experience.
Preference for: previous experience with insurance operations (underwriting and case management, policy service requests, etc )
Preference for: previous experience with retail investment operations (account opening, asset movement, account maintenance, etc )

SKILLS & COMPETENCIES:

Process oriented and attentive to detail.
Problem solves to navigate complex client situations.
Is curious and has a habit of acting on it to learn independently.
Takes full ownership to ensure task completion and strong follow up.
Strong organization to effectively manage and prioritize tasks delegated from multiple team members.
Preference for: working knowledge of the U.S. tax system and how it applies to different types of accounts and transactions.
Preference for: licensed with FINRA series 7 and 63/65, and/or California life insurance license.

What we offer:

We have an exciting and clear vision for growth, driven by strong firm culture and collaboration with other exceptional professionals
We believe in your potential, so we invest in a comprehensive mentorship program to accelerate your professional development
You need to relax, so we offer generous vacation days and the flexibility to take them when you need them with a team to support you so you come back refreshed and not overwhelmed
Your wellness is important, and we support you with comprehensive medical, dental, vision, and longterm disability coverage in addition to our onsite gym and complimentary yoga instruction
Cheat days happen too, so we have a fully stocked snack station with espresso bar and sparkling water
We are financial planners, and we support your financial plan with a 401(k) and profitsharing contribution.

Compensation:
$60,000-$80,000 (depending on experience)

Pay:
$60, $80,000.00 per year

Benefits: