Client Service Manager - Remote Work

Job Description:

Northwestern Mutual is seeking a Client Service Manager to join our team on a part-time basis with the opportunity to work remotely from Toronto, Ontario. This position is ideal for individuals with mid-to-senior level experience, at least 7 years in the financial industry, who possess a strong work ethic and self-motivation.

Responsibilities: - Manage client relationships and provide exceptional service to ensure client satisfaction - Develop and implement strategies to attract new clients and retain existing ones - Coordinate communication between clients and financial advisors to ensure all needs are met - Analyze and evaluate client financial goals and develop personalized financial plans - Oversee client account management, including monitoring investments, retirement planning, and insurance policies - Assist with administrative tasks to support financial advisors in their day-to-day operations

Requirements: - Bachelor's degree in finance, business, or related field - Minimum of 7 years of experience in the financial services industry - Strong interpersonal skills and ability to build and maintain client relationships - Excellent communication skills, both written and verbal - Proficiency in financial planning software and Microsoft Office suite - Hardworking and motivated attitude, with excellent time management skills - Persuasion skills to effectively communicate financial recommendations to clients

Benefits: - Visa sponsorship for qualified candidates - Joining bonus for successful hires - Travel opportunities for professional development and networking

Working Environment: At Northwestern Mutual, we strive to create a supportive and inclusive working environment where employees are encouraged to grow and develop their skills. We value mentorship and leadership development, and aim to cultivate leaders who foster inclusivity and mentorship within the organization.

Deadline to Apply: April 17, 2024

Equal Opportunity Statement: Northwestern Mutual is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law. We are committed to creating a diverse and inclusive workplace where all employees feel valued and empowered.

How to apply:

Apply on GrabJobs and you will be notified if shortlisted for the job.