Job description
About the Role
Where Fun Meets Financial Planning | Service Commitment | Integrity in Action | Continuous Learning The Client Experience Coordinator is responsible for managing and enhancing the overall client experience by ensuring proactive communication, seamless service delivery, and consistent engagement across all client segments.
Why it fits college students
This role can fit students who can meet the listed schedule, transportation, and eligibility requirements.
Requirements & Qualifications
- Job Qualifications • Life and Health licensed or gain licensing within 3 months of employment
- Strong attention to detail with the ability to work with a high degree of accuracy
Responsibilities & Role
- Key Responsibilities • Maintain financial advisor’s calendar and confirm appointments
- Prepare and review materials in advance of client meetings
- Maintain accurate client records by updating customer relationship management systems and ensuring documentation is properly stored and organized
Benefits & Perks
- Benefits • Health, vision, and dental insurance
Review the employer site for the full original posting and application instructions.
More about this job
- Company
- Northwestern Mutual - Clayton
- Location
- Fairview Heights, Saint Clair County
- Job type
- Internship
- Compensation
- $75,911.95/yr