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Operations and Client Service Manager

Northwestern Mutual

Northwestern Mutual

Customer Service, Operations
Washington, DC, USA · Washington, DC, USA · United States
Posted on Friday, September 15, 2023

Wealth management advisor within Northwestern Mutual seeks an Operations and Client Service Manager to join their team. Competitive base salary, full benefits, and bonus based on performance.

Objectives of this Role

  • With a primary responsibility of supporting the lead Financial Advisor, provide support to ensure that office goals and objectives are accomplished, and operations run efficiently
  • Maintain and refine internal processes, coordinating internal and external resources to expedite workflow
  • Manage communications between Advisor and clients, alongside liaising with internal and external executives to manage client onboarding
  • Aid advisor in meeting preparation and follow through

Daily and Monthly Responsibilities

  • Manage the Lead Advisors schedule and workflow, including agendas, mail, email, calls, travel arrangements, client management, and other company logistics
  • Coordinate complex scheduling and extensive calendar management, as well as management of content and flow of information to senior executives
  • Perform administrative and office support, such as typing, data and application and form entry/input, dictation, spreadsheet creation, faxing, and maintenance of client CRM
  • Maintain professionalism and strict confidentiality with all materials

Skills and Qualifications

  • 3+ years experience in administrative role reporting directly to upper management
  • Superb written and verbal communication skills
  • Strong time-management skills and the ability to organize and coordinate multiple projects at once
  • Proficiency in Microsoft Office and other office productivity tools and “task/workflow” applications, with aptitude to learn new software and systems
  • Experience in managing multiple priorities, administrative coordination, and logistics
  • Flexible team player willing to do what it takes to get the job done; adaptable and enjoys a challenge

Preferred Qualifications

  • Experience developing internal processes
  • *Not-required, but desirable: a basic knowledge of financial terms and concepts