Client Services Associate
Northwestern Mutual
Louisville, KY0–2 yrs21m agovia LinkedIn
About the Role
- Join a fast-paced wealth management firm.
- This is an in-office position Monday-Friday.
- Specific hours have some flexibility.
- Pay: $32,000.00 - $45,000.00 annual salary.
Key Responsibilities
- Answer incoming calls.
- Take detailed messages and communicate effectively with staff to ensure client needs are met timely.
- Filing, appointment scheduling and confirmations.
- Conference room reservations.
- Additional appointment support requested.
- Any additional administrative task assigned.
Requirements & Tech Stack
- Strong phone etiquette.
- Communication skills (written and verbal).
- Comfortable managing a high call volume.
- Comfortable managing multiple calendars.
- Proficient in Outlook, Zoom Workplace, and Microsoft Office.
- Familiarity with insurance business is a plus.
- CRM (Client Relationship Manager) is a plus.
Qualifications
- Proven experience in support roles or similar administrative positions.
- Demonstrated adaptability and flexibility in responding to evolving priorities.
- Self-starter with a strong attention to detail.
- Excellent organizational skills.
- A positive attitude.
- Ability to prioritize and communicate effectively.
- Ability to interact with individuals at all levels.
- Self-motivated, proactive, detail oriented.
- Ability to work independently.
- Trustworthy with a high degree of discretion and integrity.
- Commitment to upholding confidentiality and ethical standards.