Northwestern Mutual
Client Services Manager
Job Location
Irvine, CA, United States
Job Description
We’re seeking a highly skilled, energetic, full-time Client Service Manager (CSM) who is honest, hardworking, and organized to join our fast-paced financial planning firm. In this role, the CSM would work directly with Matt to create a great client experience. The specific responsibilities may include, but are not limited to the following: GENERAL SUPPORT & MARKETING Responsible for helping to maintain a full calendar with 20 to 25 client/prospect meetings each week. Spending 1 hour on the phone daily contacting clients & new referrals to schedule meetings with Matt. Maintaining Matt’s calendar, coordinating reschedules, and scheduling follow-up appointments. Managing in-bound e-mail and phone communications from clients and referrals while Matt is in meetings. Building client loyalty and our brand in the community through our social media presence, and newsletter. Track and report team production. Working with the marketing department to organize events with clients. Support Matt in driving towards organizational and team goals. CLIENT SERVICE & FINANCIAL PLAN PREPARATION Coordinate the preparation of Financial Plans and Presentations through our Financial Planning Services Team Prepare Insurance applications and see them through until approval. Prepare for review meetings with updated planning material. Managing new client onboarding and preparing paperwork needed for new policies and investment accounts. Manage onboarding of new clientele to make sure they have the best client experience. QUALIFICATIONS Alignment with firm values and genuine interest in serving our community through world-class financial planning. Absolute integrity and ability to maintain complete confidentiality in relation to our client’s financial affairs. Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment. Confident and comfortable phoning including objection handling and conversational e-mail communication. Must be great with new technology, our firm is nearly 100% paperless and much of what we do is digital. Proficient in Outlook, PowerPoint, Excel, and Word. Bachelor’s Degree. Previous financial service industry experience preferred. Preferred CA life and health, series 6 and 63 licensed or willingness to gain licensing upon employment. COMPENSATION & BENEFITS We believe in building a team that loves what they do and creating a work environment that supports long-term career growth. Accordingly, we provide a highly rewarding compensation package which includes: A competitive base salary based on experience and licensing. A significant incentive (bonus) compensation plan driven by both individual and firm performance. 100% Employer-Paid licensing, professional development, and education opportunities. Paid Time Off. Holiday Pay. A world-class rewarding work environment.
Location: Irvine, CA, US
Posted Date: 1/9/2025
Location: Irvine, CA, US
Posted Date: 1/9/2025
Contact Information
Contact | Human Resources Northwestern Mutual |
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