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Director of Client Services

Northwestern Mutual

Northwestern Mutual

Customer Service
Las Vegas, NV, USA
Posted on Friday, September 15, 2023

Growing team of financial advisors based in Las Vegas is looking for a smart, organized and team-oriented person to join our practice and facilitate growth goals for 2024 and beyond. As a Director of Client Services you will schedule appointments, manage calendars, conduct research for prospecting lists, develop skills in internet marketing and sales and learn about the insurance and investment industry. A successful candidate will be a problem solver, organized, growth oriented and be able to complete work as an individual and part of a team.


About The Team:

With over 40 years of combined experience serving Las Vegas and multiple markets across the United States our team prioritizes our client experience and are in search of a motivated manager to allow our sales force to focus on growth! Our practice has a unique opportunity to capitalize on a book of over 2000 clients and a stellar reputation to attract new business.



  • Facilitating and tracking completion of compliance items
  • Managing calendars of 3 advisors
  • Client correspondence via email, in person and telephone
  • Facilitate team task delegation, execution and follow-up
  • Complete Insurance, Annuity, and Investment applications
  • CRM management



  • Customer Service/Sales Experience in financial services industry
  • Microsoft Office program proficiency
  • Excellent communication skills
  • Strong organizational skills
  • Goal Oriented and motivated by team success