Client Services Associate

Job Description

Job Description

Passage Wealth Partners is a full-service financial advisory practice backed by Northwestern Mutual specializing in wealth management and accumulation, risk management, retirement planning, tax-efficient savings strategies, and estate planning. You will be part of a top-ranked team providing sophisticated planning and superior service to our clients.

OVERVIEW:
The Client Service Associate serves as the advisor's second chair, supporting client relationships through
meeting participation, follow-up communication, workflow coordination, and operational execution. This role
develops expertise in the firm's service model and works closely with advisors and team members to ensure an
exceptional client experience.

Key responsibilities include but not limited to:

FINANCIAL PLANNING OPERATIONS:
• Attend client and prospect meetings and document discussions, recommendations, and next steps.
• Prepare meeting summaries and follow-up communications.
• Coordinate and facilitate routine client service requests, ensuring completion of action items.
• Maintain client records and workflow systems, ensuring data is accurate and up-to-date.
• Schedule meetings and manage advisor calendars as needed.
• Collaborate with team members to ensure service requests and information collection are completed
accurately and promptly.
• Escalate complex client concerns or planning matters to the Financial Advisor.
• Coordinate with planning team to obtain information to develop financial plan and prepare recommendations.
Assist in the preparation of all materials for plan presentation and account reviews, including:

• Financial plan
• Client statement
• Investment policy proposals/statements
• Risk product proposals and/or in-force illustrations
• Performance reports and marketing materials

INSURANCE AND INVESTMENT OPERATIONS:
• Track and manage open cases and workflow action items; ensure tasks are assigned, updated, and closed.
• Coordinate with operations team to prepare paperwork for new policies/accounts, collecting eSignatures, and
submitting required paperwork.
• Track cases through underwriting/approval ; act as liaison with carriers/custodians for requirements and
provide timely internal status updates.
• Assist with ongoing servicing, including policy maintenance, billing, and servicing, as well as routine account
maintenance and cash movement needs.
• Develop a strong understanding of the firm’s insurance and investment operations; pilot new programs and
ensure compliance with firm, carrier, custodian, and regulatory standards.

QUALIFICATIONS
• Education: Bachelor’s degree required
• License: Life and Health Insurance License or obtained within the first six months.
• Registration: Securities Registration including SIE, Series 6 or 7, and Series 63 obtained within the first year.
• Experience: Industry experience preferred.
• Technical Proficiency: Mastery level proficiency, comfort, and efficiency with Microsoft Oice Suite.

DESIRED CHARACTERISTICS
• Strong organization and attention to detail.
• Excellent written and verbal communication.
• Coachable and eager to learn.
• Comfortable managing multiple priorities.
• Demonstrates initiative while seeking guidance when appropriate.

SALARY RANGE: $57,000-$65,000 with bonus potential

BENEFITS INCLUDE:
• 401(k) plan with employer match
• Medical insurance including health, dental, and vision coverage
• Group short-term and long-term disability insurance
• Generous PTO policy including paid holidays
• Family leave (maternity, paternity, & adoption)
• Support for personal education and development - including licensing, registration, and designations.

WHAT YOU CAN EXPECT FROM US:
• A dynamic role with tremendous capacity to have client impact along with opportunity to learn and advance.
• We invest in our people – providing opportunities for our team to grow themselves, their career and in turn,
our business.
• We care – making a positive difference in our communities. Each year, our team donates time, talent, and
financial support to causes we are passionate about. In particular, we’re involved with Bags of Fun, a
signature project of the Gabby Krause Foundation which strives to bring joy, laughter, and relief to children
whose health and happiness is both compromised and threatened due to illness.
• We are an equal opportunity/affirmative action employer and all qualified applicants will receive
consideration for employment without regard to race, color, religion, gender identity or expression, sexual
orientation, national origin, disability, age or status as a protected veteran, or any other characteristic
protected by law.

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