Brokerage Services Analyst – Remote at Northwestern Mutual Full Time NEW

Responsibilities

• Deliver a personalized experience for clients.
• Resolve inquiries from Financial Reps and clients.
• Research solutions to complex problems.
• Promote client retention and build relationships.
• Take ownership of calls to avoid repeat issues.
• De-escalate client situations effectively.
• Advocate for Financial Representatives’ needs.
• Educate clients on self-service capabilities.
• Support digital capabilities and explain system limits.
• Lead others through change and adapt to new situations.
• Foster professional relationships to enhance loyalty.
• Handle calls while adhering to confidentiality standards.
• Coach or mentor others as needed.

Requirements

• Associate’s degree in business or related field.
• Minimum of 4 years related customer service experience.
• Expert knowledge of investment or income products.
• Understanding of tax implications.
• Advanced written and verbal communication skills.
• Ability to multi-task and handle high call volumes.
• Strong organization skills with prioritization ability.
• Desire to continuously learn and improve.
• Strong problem-solving skills and option provision.
• Demonstrated computer experience and keyboarding skills.

Benefits

• Geographic-specific salary structure.
• Pay Range – Start: $22.21.
• Pay Range – End: $33.31.
• Equal opportunity employer considerations.