Client Relationship Manager

Overview

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.

• 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

• 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

• 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

• 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, builds appropriate rapport, constructs effective relationships, uses diplomacy and tact
• Prioritization:
  Spends time on what’s most important and uses time strategically
• Good Judgement:
  Makes well-informed decisions, listens well, seeks relevant information
• Confidentiality:
  Keeps information safe and private
• Positivity:
  Keeps a positive, solution-focused mindset
• Proactive Service:
  Anticipates client needs and provides excellent service

• 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

• 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.