Client Services Advisor

Talent Acquisition Specialist@ Northwestern Mutual

Assist The Mayeu Financial Group (MFG) in creating an excellent client experience for all clients and prospects of the firm by ensuring the execution of MFG’s client service model. Facilitate and coordinate client and prospect meetings. Work directly with clients assisting them with all their servicing needs. Assist Service Advisor(s) in developing and maintaining strong relationships with MFG Clientele. Seek to make MFG and its clientele better off through positivity, commitment, others-centeredness and growth.

We seek someone who exudes positivity, bringing a pleasant and contagiously optimistic attitude to every situation while focusing on the gains and expecting good outcomes. The ideal candidate will have an endless desire for growth, taking ownership of their development by seeking opportunities for continuous improvement and demonstrating relentless forward progress. Additionally, we value an others-centered approach, characterized by a genuine drive to serve others, prioritizing the community's needs without a sense of entitlement, and willingly making sacrifices for the collective benefit.

Lastly, we are looking for someone whose commitment is fueled by passion, who embraces the belief that "we are all in it together," and who perseveres through all circumstances.

Specific responsibilities include but are not limited to:

• Manage all incoming calls/emails from assigned households
• Scheduling appts and maintaining advisor(s) calendar
• Coordinating multiple advisor calendars
• Ensure Client Touch plan is being executed
• Number of meetings per year
• Services provided
• In-office client experience for assigned households
• Greeting clients, ensuring they are taken care of
• Post Client meeting tracking
• Ensure case notes are saved within CRM
• Track specific metrics from client meetings within CRM
• Respond to client service requests via email/phone
• Completing all risk-related service requests
• Complete all investment related service items within your capabilities; task others to team for execution
• Sending out requested documents to clients: statements, tax documents, etc.
• Research all items that are NOT New Business or Planning
• Update/maintain all client information via our Client Management System(s) CRM & Advisor Desktop/NMConnect
• Preparation for weekly POD L10 Meeting
• Complete pre-meeting formatting in Ninety.io
• Assist with client meeting preparation
• Review client file contents and ensure items are ready for meeting
• Assist Advisor in day to day operations
• Firefight the day to day items that arise within the POD
• Remove service items from Advisor whenever possible
• Track specific role metrics and priorities within Ninety.io
• Maintain office and employee standards
• Maintain compliance standards
• Maintain adequate coverage through cross-training (operations & planning)
• Sustain a positive, enthusiastic and professional office atmosphere for clients, representatives and colleagues

• Health and Life licensed or gain licensing within 6 months of employment
• Financial Service or Insurance industry experience preferred
• SIE, Series 6 and Series 63 or gain within 18 months of employment
• Excellent oral and written communication skills
• Demonstrated organizational skills, ability to multi task and time management skills with ability to set priorities and meet deadlines
• Strong attention to detail with the ability to work with a high degree of accuracy
• High degree of initiative
  
  Ability to be diplomatic
• Ability to be flexible and open-minded
• Ability to work in a fast-paced environment
• Ability to maintain confidentiality
• Alignment to Firm values:
  Positivity, Commitment, Others-Centered & Growth

• Associate

• Full-time

• Customer Service, Finance, and General Business
• Business Consulting and Services