Overview
Director of Client Services Jobs in Atlanta – Georgia – USA at Northwestern Mutual Wealth Management Company
Looking for a high energy and dedicated partner to join our established financial planning practice in an administrative role.
Qualification and Performance
Skills:
Life, Accident and Health License, required or willing to obtain within 6 months of employment
Investment Licensing, required or willing to obtain within 1 year of employment
Excellent oral and written
communication skills
Strong
critical thinking
and
problem-solving skills
Ability to
manage multiple
diverse
projects and assignments in a timely manner
Strong
attention to detail
with the ability to work with a high degree of accuracy
Able to
maintain effective working relationships with clients
Willingness to
learn
Hard worker
Ability to
set priorities and meet deadlines
Responsibilities
include but are not limited to:
Confirm appointments and reschedule cancelled meetings
Complete, submit and monitor insurance applications
Para-planning duties, including entering information for analysis and helping generate financial plans for review by Wealth Management Advisor.
Handle customer service requests and phone calls
Maintain lists for e-newsletters
Schedule follow up review meetings, with existing clients
Manage multiple spreadsheets of data and prepare updates weekly
Assemble materials for presentations
Follow up on all action items
Facilitate various aspects of insurance/investment operations for the practice
Monitor daily status report; expedite any additional underwriting requirements
Handle incoming investment/insurance requests
Process checks, transfers, and all trades
Case prep all materials for client meetings and annual reviewsby  #J-18808-Ljbffr
Title: Director of Client Services
Company: Northwestern Mutual Wealth Management Company
Location: Atlanta – Georgia – USA
Category: Administrative/Clerical
