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Client Care Services Trainee

Northwestern Mutual

Northwestern Mutual

Franklin, WI, USA
Posted on Tuesday, November 21, 2023
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

Primary Duties And Responsibilities

  • Deliver a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment.
  • Become proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions which requires a basic understanding of a risk product.
  • Resolve routine problems by following defined standard process and evaluating solutions.
  • Take responsibility of the client experience to make a difference by connecting with the client and seeing things from their point of view.
  • Handle phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.
  • Foster a professional relationship with our clients to enhance brand loyalty.
  • Exhibit consistent and appropriate style and customer focused approach to a variety of customers and customer situations.
  • Use available resources to effectively and accurately complete routine cases.

Qualifications

  • Associates degree in business or related field or equivalent combination of education and experience.
  • Previous customer service experience preferred.
  • Effective written and verbal communication skills.
  • Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy.
  • Organization skills with the ability to prioritize tasks.
  • Ability to welcome change and embrace continuous improvement in a fast-paced work environment.
  • A strong desire to continuously learn and improve.
  • Demonstrated problem solving skills and ability to provide options.
  • Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages.
  • Ability to navigate multiple systems and applications to complete standard requests.
  • Successful completion of any required testing.

Skills-Proficiency Level

Complaint Resolutions - Basic

Conflict Management - Basic

Customer Communications - Basic

Customer Service - Basic

Investment Product Management - Basic

Process Compliance - Basic

Please note that Wisconsion will be hybrid and Arizona and Colorado will be Remote.

Compensation Range

Pay Range - Start:

$17.65

Pay Range - End

$26.48

Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now!

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.

FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.