Investment Client Srvcs Rep (NRF) - Hybrid

Company: Northwestern Mutual
Location: Franklin
Posted on: March 12, 2025

Job Description:

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. The application support team sits within Investment Client Services, which is the operational department of the investment products at Northwestern Mutual. Job Description: This position supports our field and home office colleagues by providing access to and troubleshooting issues with software applications used to support the investment business. Team members collaborate closely with financial representatives, their staff, and company colleagues to provide exceptional client support. Responsibilities include processing various access requests and handling field inquiries related to software application access and navigation. - Primary Duties & Responsibilities

• Provide Exceptional Service: Deliver a personalized and remarkable experience for our field partners and their staff by answering questions related to application access, navigation and troubleshooting in a call center environment.
• Resolve Inquiries and Transactions: Efficiently resolve inquiries and transactions from Financial Reps, handling basic, intermediate and complex level calls.
• Research and Evaluate Solutions: Investigate and evaluate potential solutions to complex issues and inquiries, often requiring deviation from standard procedures to identify root causes.
• Ownership and Anticipation: Take ownership of calls and anticipate future issues to prevent repeat calls and unnecessary call transfers.
• De-escalation Skills: Effectively de-escalate situations, guiding callers through complex and unique inquiries, and ensuring a positive client experience.
• Trusted Advocacy: Act as a trusted advocate for our Financial Representatives, partnering with them to meet the needs of our clients.
• Embrace Technology: Embrace new technology related to servicing investment business and advocate for its use. - Understand interconnectivity between software applications and impacts to the user experience.
• Systems and Processes: Understand how systems connect to processes and outcomes. -
• Confidentiality and Privacy: Handle phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.
• Adaptability: Be adept at shifting work priorities to meet the dynamic needs of the business. Qualifications:
  • Educational Background: Associate's degree in business or a related field, or an equivalent combination of education and experience, specifically in customer service:
    • For customer service, a minimum of 2 years of customer service experience preferably with a focus on financial services demonstrating proven customer service skills.
    • Communication Skills: Advanced written and verbal communication skills, with the ability to clearly explain complex processes and resolve client inquiries effectively.
    • Multi-tasking Ability: Strong ability to multi-task and handle a high volume of calls and caseloads with a high degree of accuracy and attention to detail.
    • Prioritization and Time Management: Excellent organizational skills with the ability to prioritize tasks and manage time efficiently to meet deadlines.
    • Continuous Improvement Enthusiasm: A strong desire to continuously learn and improve personal and team performance.
    • Technical Proficiency: Comfort with troubleshooting issues within software applications and the ability to quickly learn and adapt to new software systems. - #LI-Hybrid This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form. Required Certifications: Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $20.93 Pay Range - End: $31.39 Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures. Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now! - We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits. FIND YOUR FUTUREWe're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion. -
      • Flexible work schedules
      • Concierge service
      • Comprehensive benefits
      • Employee resource groupsPandoLogic. Category:Finance, Keywords:Financial Broker, Location:Franklin, WI-53132

Keywords: Northwestern Mutual, Milwaukee , Investment Client Srvcs Rep (NRF) - Hybrid, Other , Franklin, Wisconsin