Registered Client Care Services Rep… at Northwestern… · Milwaukee

Job Description

The Registered Client Care Services Representative delivers exceptional, personalized service to clients and field partners while operating in a registered call center environment. This role supports Advanced Market Operations by servicing Universal Life, Variable Universal Life, and other advanced product lines, resolving complex policy and investment‑related inquiries, processing transactions, and educating clients and Financial Representatives on servicing options and digital tools. The role ensures accuracy, compliance, and a high‑quality client experience across all interactions

Primary Duties & Responsibilities

• Deliver a personalized and remarkable experience for clients by answering questions, offering service options, and assisting with transactional needs in a call center environment.

• Resolve basic and intermediate (semi‑complex) inquiries from Financial Representatives and clients; actively building proficiency in complex work.

• Research and evaluate solutions to complex issues by identifying root causes and applying judgment when procedures require deviation.

• Take ownership of client interactions, anticipating future needs to prevent repeat calls and reduce unnecessary transfers.

• De‑escalate challenging client situations while guiding them through unique or complex questions.

• Serve as a trusted advocate for Financial Representatives, partnering to meet client needs effectively.

• Embrace and promote new technology, educating clients and field partners on digital tools and self‑service capabilities.

• Understand how systems, processes, and outcomes connect to ensure quality and risk mitigation.

• Drive continuous improvement by recommending or adapting processes to support change.

• Build and maintain professional relationships to enhance client loyalty and reinforce Northwestern Mutual’s brand.

• Manage phone and transactional responsibilities while adhering to confidentiality, privacy, and compliance standards.

• Adapt to shifting work priorities to meet changing business and customer demands.

Qualifications

• Associate degree in business or related field, or equivalent combination of education and experience.

• Minimum 2 years of customer service experience, demonstrating strong client service skills.

• FINRA Licensing: Series 6 or 7 and Series 63

• Understanding of investment or income-related financial products (e.g., VA, VL, VUL, Retirement or Business markets).

• Basic awareness of tax implications related to transactions.

• Strong written and verbal communication skills.

• Ability to multitask and manage a high call/case volume with accuracy.

• Strong organizational skills with the ability to prioritize effectively.

• Demonstrated desire for continuous learning and skill development.

• Strong problem‑solving skills with the ability to propose actionable solutions.

• Proficiency with computer systems, solid keyboarding skills, and comfort with current software tools.

Skills you have

Adaptive Communication (NM) - Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.

Attention to Detail (NM) - Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.

Quality Acumen (NM) - Demonstrates thorough understanding of the professional domain, adheres to established industry standards, and exhibits effective consultative behaviors. Continuously enhances knowledge through learning and experience, implements best practices consistently to provide better solutions, exceptional quality of service, and offers a seamless user experience.

Customer Service Mindset (NM) - Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions.

Prioritization (NM) - Assesses and accurately assigns priority levels to different tasks based on importance, urgency, and alignment to business and strategic goals.