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Northwestern Mutual New OrleansAccounting / Banking / Finance
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Client Relations Coordinator
Northwestern Mutual New Orleans
Posted 06/25/24
111 Veterans Memorial Blvd, STE 940, Metairie, LA 70005
Job Description
Part-time Job Opportunity!
The Client Relations Coordinator has responsibility for managing Client Relations Center (CRC) clients and generating leads from the client relations database under the direction of the CRC Director. The CRC has responsibility and accountability for the network office’s unassigned clients.
Competencies
- Strong organizational skills
- Effective time management
- Excellent written and oral communication skills
- Advanced customer service skills
Specific responsibilities include but are not limited to:
Business Operation
- Oversees the activity of the financial representatives on the CRC team
- Assists in accountability meetings with the financial representatives
- Tracks production and activities financial representatives
Client Management
- Maintains client data
- Provides support for client transitions due to planned or unplanned transitions
- Handles incoming service requests relating to all Northwestern Mutual products
- Responds to regulatory requirements
Lead Generation
- Proactively reconnects with unassigned clients
- Identifies clients for sharing with financial representatives
- Researches clients
- Shares and manages clients with financial representatives
Qualifications
- Proficient in Microsoft Office Applications (Outlook, Word, Excel)
Skills
- Administrative Organization
- Assessing Priorities/Time Management
- Attention to Detail
- Customer Service Excellence
About Northwestern Mutual New Orleans
Jefferson ParishCompany ProfileAbout Us
For over 166 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
• Fortune 500 company (2023)
• Top 100 Internship Programs, Yello x WayUp (2022)
• 5.0+ million clients and growing2
• $257 billion retail investment client assets held or managed by Northwestern Mutual3
• Forbes' Best Employers for Diversity (2018-2021)
• Unsurpassed financial strength4
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)