Client Relationship Manager

Client Relationship Manager

Northwestern Mutual – Knoxville is seeking a service minded, dynamic, highly organized individual who will specialize in client service, support with firm marketing, branding, community involvement and ensure efficient and smooth operations of a high quality financial advisory practice. The ideal candidate will be friendly and outgoing with experience in client service and managing a large client base. The person serves as a primary point of contact for internal and external inquiries on matters pertaining to client services. This individual will need strong written/verbal skills and the ability to balance multiple priorities.

Our Mission

We courageously impact the lives we cross by helping them towards holistic financial security. Desiring to make a difference in the communities we call home, we approach this with a client focused process, which delivers guidance, builds trust and relationships, and keeps the client's interests as the top priority. This will be achieved by our representative's commitment to integrity, continued education, and quality service.

Essential duties :

• Serve as main point of contact for clients and management of full client experience
• Managing a broad variety of professional administrative tasks including updating calendar, setting appointments and making any adjustments as needed.
• Client communication to schedule follow up meetings, other needed appointments
• Coordinate and maintain client information, work with clients to obtain necessary documents and files, confirm receipt and send client information.
• Monitor and oversee client process from application through underwriting.
• Preparing detailed professional and friendly correspondence.
• Prioritizing incoming and outgoing calls as related to daily needs and goals.

Other Responsibilities:

• Support in marketing and branding efforts as well as community involvement strategy.
• Support clients in setting up and navigating the consumer website.
• Communicate with home office and outside vendors to resolve client account issues.

Qualifications :

• Experience in customer/client service and administrative support, preferably in the financial services and/or insurance or investment industry.
• Strong computer skills and ability to learn new software.
• Financial Service or Insurance experience preferred. Life and Health as well as Series 6/63 Licenses preferred – or willingness to gain within a year.
• Alignment with our vision and purpose.

Competencies

Action Oriented
Enjoys working hard; is action oriented and full of energy for the things he/she sees is challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others

Interpersonal Savvy
Relates well to all kinds of people, up, down and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably

Prioritization:
Spends his/her time and the time of others on what's is most important and effective; understands how to use time strategically and set aside distractions; can quickly sense what will help or hinder accomplishing a goal; eliminates roadblocks; creates focus with self and team

Good Judgement:
Makes better decisions than most. Ability to combine personal qualities with relevant knowledge and experience to form opinions and make decisions. Listening well to others with undivided attention understanding what is and is not said. Seeking relevant and diversity information not validation.

Confidentiality :
Keeps personal, managerial and organizational information safe, does not gossip, is trustworthy, keeps information about individuals, the group and organization private.

Positivity
Thinking optimistically, solutions oriented, expecting good results and success and focusing on making life happier.

Proactive Service
Anticipating client needs and actively reaching out with solutions. Providing excellent relational service and strategy to serve clients well for a lifetime.

Benefits

• Full training and development program
• Career development and growth plan
• Compensation $60k-$65k base plus bonus potential
• Health Insurance, Vision, Dental Insurance
• Retirement plan
• Paid time off

Who we are.

• Unsurpassed Financial Strength, Financial Ratings the highest in any industry
• Fortune's 2021 Worlds Most Admired Companies, #1 in our class
• Top 5 Independent Broker-Dealer
• Ranked 90 on the esteemed 2020 FORTUNE 500 list
• $400 million donated through the NM Foundation
• 455,000 hours donated toward Children's Cancer Research
• Countless volunteer hours toward initiatives in the Knoxville area
• A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.