Client Services Associate

Appian Wealth, a Northwestern Mutual client is hiring a Client Service Associate with experience in wealth management, financial planning, or paraplanning to support client relationships and deliver comprehensive financial plans. Job description: The Client Service Associate plays a central role in delivering an exceptional client experience while keeping the practice organized, efficient, and compliant. This individual serves as a key connection point between clients and the internal team, ensuring that every detail is handled with care, and nothing falls through the cracks. This role is ideal for someone who takes pride in being organized, detail-oriented, and responsive, and who finds fulfillment in supporting others and delivering a high level of care in every interaction . Day-to-day responsibilities includ e:Communicating with clients via phone and email to answer questions and provide suppo rtAccount opening and ongoing maintenan ceConducting research and gathering necessary informati onTracking tasks and ensuring timely follow-throu ghCollecting and organizing outstanding documen tsManaging meeting close-out, including follow-up and next ste psleading clients through insurance underwriti ngAdditional responsibilitie s:Maintaining detailed and accurate records within the CRM syst emSupporting office compliance requiremen tsCoordinating workflow between clients and team membe rsIdentifying opportunities to improve processes and enhance the client experien ceQualifications & Experienc e:3+ years of financial services experience, preferably in a client service ro leOther relevant backgrounds may include banking, insurance, wealth management or accounti ngNorthwestern Mutual Experience preferr edStrong written and verbal communication skil lsHigh level of organization and attention to deta ilAbility to manage multiple priorities and meet deadlin esPreferred to have either Series 6 or 7 and either Series 63, 65, or 66 (if not-must be willing to obtain within 12 month s)Preferred to have life and health insurance licens esSchedul e:In Office (2001 Pennsylvania Ave. NM Washington DC) or Hybrid role (if hybrid must work from a local Northwestern Mutual office 51%+ of the tim #J-18808-Ljbffr