Client Service Associate

Fairview Heights, IL

Full Time

Mid Level

Location: Fairview Heights, IL / Hybrid
Job Title: Client Service Associate
Type of Position: Full-time
Hours per Week: 40
FLSA Classification: Exempt
Working Hours: 8:00am-4:30pm

Empowering physicians, dentists, and families through comprehensive financial planning to achieve your personal and professional goals. Our mission is to secure financial well-being by providing tailored strategies aligned with your unique circumstances.

Resourceful | Detail-Oriented | Proactive | Solutions-Focused | Reliable

Job Summary

The Client Service Associate serves as the executor of our clients’ goals, working closely with the team Integrator and financial advisors to implement the goals set forth in our clients’ plans. They foster an ongoing relationship with education, consistently learning new processes and efficiencies from the home office as well as from the financial advisors. They provide support for the team’s operations, client servicing, and business marketing and are adaptable to evolving responsibilities with the growing needs and goals of our clients.

Key Responsibilities

Prepare client meeting prep materials
Manage underwriting process which includes providing, or collaborating with others to provide:
- o Pre-filling and checking applications for completeness and accuracy, then submitting those applications
- o Scheduling requirements and medical exams
- o Monitoring application through the underwriting process and take action on cases needing attention
Act as liaison among team, clients, and home office in client onboarding processes
Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests
Process client service requests/information updates
Create, update, and edit clients’ financial plans through NM’s proprietary software, PX

Minimum Job Requirements

Required
- o 1-2 yrs experience in a professional office setting
- o Obtain Life and Health license within 90 days of employment
Preferred
- o Finance Industry experience
- o Experience using CRM

Benefits

Health, Vision, & Dental Insurance
HSA for qualified employees
Short-term Disability

PTO + Holiday Pay
Industry licensing and continuing education expenses
Personal and professional development opportunities

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Northwestern Mutual - Clayton is a unique organization, and we are continuously evolving alongside those with a passion for learning, growth and innovation. We create financial security with our products and services while providing a world class client experience.

We are catalysts inspiring our community to plan for tomorrow while living for today; serving one person, one family, one business at a time.

Our team is constantly growing & we'd love to see if Northwestern Mutual - Clayton is the right fit for you! If you are looking for a culture guided by values, promotes personal and professional growth, and enjoy impacting the community, this may be the perfect place for you or someone you know!