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Client Services Associate

Company: Northwestern Mutual
Location: Indianapolis
Posted on: September 14, 2019

Job Description:

Role Profile:---The Client Service Associate will be responsible for a variety of client service, office administration, and marketing tactics for the firm.--In collaboration with other team members, this individual will serve as one of the primary faces of the team in creating a superior client experience.-- Client Experience & Service: --------------Greet clients, establish rapport, build relationships and provide a superior client experience within the office--------------Maintain client information through light filing, scanning and data management--------------Maintain client touchpoint spreadsheet to ensure all aspects of the client service model are executed--------------Assist clients and prospects with any needs they have while in the office--------------Manage online newsletter and E-card system for clients General Support:--------------Manage professional memberships for team members--------------Monitor and track gift log and company donations/sponsorships--------------Serve as liaison between home office, compliance, network office as needed--------------Maintain client facing areas ensuring superior client experience--------------Manage all supplies for the office--------------Manage various vendors for the office--------------Assist with internal team events - birthdays, outings, social events, etc. --------------Participate and present in team meetings--------------Other duties as assigned--Qualifications: --------------3+ years of work experience in administrative responsibilities (Marketing administration preferred)--------------Proficiency in Microsoft Office, Adobe Programs, data entry, CRM software (Microsoft Dynamics preferred), and social media sites (LinkedIn, Facebook, Twitter and Instagram)--------------Excellent oral and written communication skills to effectively communicate internally with team members and externally with clients and prospects--------------Ability to work both independently and in a team--------------Strong problem solving abilities and experience working in a complex, evolving industry with the ability to think "outside the box" to solve problems--------------Ability to establish instant credibility with clients and prospects--------------Excellent organizational skills to manage multiple diverse projects and assignments in a timely and quality manner--------------Superior attention to detail with the ability to work with a high degree of accuracy--------------Ability to embrace change and work in a fast-paced environment--------------Ability to maintain confidentiality

Keywords: Northwestern Mutual, Indianapolis , Client Services Associate, Other , Indianapolis, Indiana

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