Registered Client Care Services Rep (AMO) (s6/63 or s7 & 63) - Remote
Northwestern Mutual - Milwaukee, WI
Hiring: Registered Client Care Services Rep (AMO) (s6/63 or s7 & 63) - Remote Company: Northwestern Mutual Location: Milwaukee, WI Job Posted Time: 2026-09-13 13:16:48 Target Skills & Keywords : User Experience About the job Experience: •2 years of customer service experience, demonstrating strong client service skills. •Minimum 2 years of customer service experience, demonstrating strong client service skills. Required Skills: •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. Qualifications: •Associate degree in business or related field, or equivalent combination of education and experience. •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. •Demonstrated capacity 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. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!