Client Experience Coordinator - Northwestern Mutual

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Job Summary

The Client Experience Coordinator (CEC) is an integral part of Northwestern Mutual – Clayton. They are responsible for establishing and maintaining leading edge office operations while serving as the primary contact for clients, prospects, recruits, and guests. This associate will also work within our Client Relations Center (CRC) as the CRC Coordinator.

Key Responsibilities

Client Experience Center

• 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
• Complete and/or assist with projects as needed by the team

Client Relations Center

• Process all services requests of CRC Clients that call into the front desk
• Proactively reconnect unassigned clients with active advisors
• Maintain unassigned client data
• Provide support for client transitions due to planned or unplanned advisor transitions

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
• Best version of yourself in a highly collaborative and interdependent team setting
• Succeed in an organized and detail-oriented environment

Benefits