Investment Client Srvcs Rep (NRF) - Hybrid

vice:** Deliver a personalized and remarkable experience for our field partners and their staff by answering questions related to asset movement, providing detailed servicing options, and assisting them through asset movement transaction procedures or services in a call center environment.

• Resolve Inquiries and Transactions: Efficiently resolve inquiries and transactions from Financial Reps and clients related to asset movement, handling both basic and intermediate (semi-complex) level calls.

• Research and Evaluate Solutions: Investigate and evaluate potential solutions to complex asset movement transaction inquiries, sometimes requiring deviation from standard procedures to identify root causes.

• Ownership and Anticipation: Take ownership of asset movement calls and anticipate future issues related to prevent repeat calls and unnecessary call transfers.

• De-escalation Skills: Effectively de-escalate situations, guiding clients through complex and unique asset movement inquiries, and ensuring a positive client experience.

• Trusted Advocacy: Act as a trusted advocate for our Financial Representatives, partnering with them to meet the asset movement needs of our clients.

• Embrace Technology: Embrace new technology related to asset movement and advocate for website and self-service capabilities by educating field partners. Understand the risks and impacts of asset movement transactions on the client or account.

• Systems and Processes: Understand how systems related to asset movement connect to processes and outcomes, ensuring seamless transfers and transactions.

• Confidentiality and Privacy: Handle phone and transactional responsibilities related to asset movement 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 asset movement, related transactions, or financial services demonstrating proven customer service skills.

• Communication Skills: Advanced written and verbal communication skills, with the ability to clearly explain complex asset movement processes and resolve client inquiries effectively.

• Continuous Improvement Enthusiasm: A strong desire to continuously learn about asset movement processes and improve personal and team performance.

• Flexibility: Be flexible to work an 8-hour shift between the hours of 8 am and 6 pm CT

Skills you have :
Adaptive Communication (NM) - Formulates strategies to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.

Attention to Detail (NM) - Focuses on specific details to spot and correct errors in advance of them being found and surpasses quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.

Change Adaptability (NM) - Becomes adaptable in response to continual changes; shows an openness to new ways of working, new methods, work-in-progress improvements, and changes, and seamlessly navigates the changing business environment and adjusts behavior as appropriate to the situation.

Root Cause Analysis & Decision Quality (NM) - Assists and applies problem-solving methods to understand the fundamental reasons of faults and problems; makes timely, data-driven decisions by understanding the probability of success, identifying customer risks, gathering business requirements, and developing value statements.

Customer Service Mindset (NM) - Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions.

#LI-Hybrid

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA

Compensation Range:

Pay Range - Start:

$21.35

Pay Range - End:

$32.02

Geographic Specific Pay Structure:

We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

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Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.