Client Experience Coordinator - Northwestern Mutual - Clayton

Our culture supports an open mindset, curiosity, independent quests for knowledge and shared learning directed towards the mission and goals of the organization. Our actions are guided by our core values of Personal Responsibility, Personal and Professional Growth, Feedback Rich, Generosity and Faith. We are catalysts inspiring our community to plan for tomorrow while living for today. One person, one family, one business at a time.

Job Summary

• Greet all individuals and direct them appropriately, answer and screen phone calls
• Maintain welcoming and clean appearance of common office areas
• Replenish and re-order snack and drink supplies for the office
• Manage monthly calendar, office directories, contact lists, and office supply inventory
• Send out daily and monthly reports
• Coordinate maintenance with the building and various vendors
• Coordinate office events
• Complete and/or assist with projects as needed by the team

• • Maintain the district office website and assist advisors within the district office with maintaining their individual websites
  • Manage social media posts and create flyers to promote birthdays, anniversaries, and team events
  • Create and distribute monthly newsletter for the office
  • Maintain the front lobby photo slideshow
  • Collaborate with the Clayton Network Office Marketing Team to maximize social media presence and drive engagement

Minimum Job Requirements

• Possess basic computer and Microsoft Office experience
• 1 year experience in customer service and professional office settings
• Obtain Life and Health licensing within 90 days of employment
• Independent learner who seeks knowledge and is adaptable to change
• Ability to succeed in an organized and detail-oriented environment