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Licensed Financial Services Client Advisor

Job in Oshkosh, Winnebago County, Wisconsin, 54901, USA
Listing for: Northwestern Mutual
Full Time position
Listed on 2026-06-24
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Job Description & How to Apply Below

Northwestern Mutual in Milwaukee, WI, seeks dedicated individuals for the Client Services Operations role, focusing on delivering exceptional service to clients and Financial Representatives.

The successful candidate will have an associate degree and two years of customer service experience. Responsibilities include handling transactional work, resolving inquiries, and maintaining high-quality client communication. A commitment to operational excellence and risk awareness is essential for success in this role.

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