Full-Time
Registered Client Care Services Representative
Advanced Market Operations
Northwestern Mutual
10,001+ employees
Mutual insurance and financial planning
Compensation Overview
$21.77 - $32.66/hr
Company Historically Provides H1B Sponsorship
Milwaukee, WI, USA
In Person
Associate's
 Customer Experience & Support (1) |
|---|
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- An associate degree in business or a related field, or an equivalent combination of education and experience.
- A minimum of 2 years of customer service experience demonstrating strong client service skills.
- FINRA Series 6 or Series 7 and Series 63 licenses.
- Understanding of investment or income-related financial products, such as variable annuities, variable life, variable universal life, retirement, or business-market products.
- Basic awareness of tax implications related to transactions.
- Strong written and verbal communication skills.
- Ability to multitask and manage a high call or 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.
- Fingerprinting is required because the position is classified as a Registered Representative under Northwestern Mutual Investment Services guidelines.
- FINRA Series 63, Series 6, and Securities Industry Essentials licenses or examinations are listed for the registered representative classification.
- Deliver a personalized client experience by answering questions, offering service options, and assisting with transactional needs in a call-center environment.
- Resolve basic and intermediate inquiries from Financial Representatives and clients while 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, anticipate future needs, and reduce repeat calls and unnecessary transfers.
- De-escalate challenging client situations while guiding clients through unique or complex questions.
- Serve as an advocate for Financial Representatives and partner with them to meet client needs.
- Promote new technology and educate clients and field partners on digital tools and self-service capabilities.
- Understand how systems, processes, and outcomes connect to ensure quality and risk mitigation.
- Recommend or adapt processes to support continuous improvement and organizational change.
- Build and maintain professional relationships to enhance client loyalty and reinforce the company 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.
Northwestern Mutual provides financial planning, insurance, and investment services as a mutual company owned by policyholders. It offers life, disability, and long-term care insurance plus investment products and wealth management, with financial advisors crafting personalized plans for retirement, estate, and wealth goals. The company differentiates itself through policyholder ownership that aligns interests with clients and a focus on long-term advisory relationships beyond insurance. Its goal is to help clients achieve financial security and growth through a long-term financial partnership.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
Milwaukee, Wisconsin
Founded
1856
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Simplify's Take
What believers are saying
- April 2026, Northwestern Mutual committed $150 million to fintech and insurtech startups.
- February 2026 revenue hit a record $40 billion, with operating gain above $10 billion.
- Wealth sales rose more than 18% in 2025, and investment assets topped $400 billion.
What critics are saying
- A July 29, 2026 Connecticut lawsuit alleges harassment, disability bias, and retaliation.
- The EEOC's August 2026 DEI case forces Northwestern Mutual to expose internal employment practices.
- If advisors defect to larger platforms, Northwestern Mutual's relationship model collapses.
What makes Northwestern Mutual unique
- Northwestern Mutual's mutual structure fueled a record $9.2 billion 2026 dividend, reinforcing policyholder alignment.
- Its 2025 results crossed $40 billion revenue and $42 billion surplus, signaling balance-sheet strength.
- More than 8,000 advisors and 11,500 team members give it unmatched distribution depth.
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Benefits
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Company News
Northwestern Mutual's chief executive officer Tim Gerend has been named the seventh highest-rated CEO in America by Glassdoor. The recognition is based entirely on anonymous feedback from employees and financial advisors who rated their approval of how Gerend leads the company. Gerend became chairman, president and CEO in 2025. Under his leadership, Northwestern Mutual recently announced record business performance, including new highs for revenue, surplus position and annual dividends paid to policyowners. The company serves more than five million clients and holds $2.5 trillion worth of life insurance protection in force. It manages more than $450 billion in client assets through its retail investments business, ranking among the top five independent broker-dealers in the US.
Financial pressures are forcing many young Americans to postpone or abandon major life milestones, according to Northwestern Mutual's 2026 Planning & Progress Study. Nearly three in four Gen Z adults and more than half of Millennials have delayed at least one significant milestone due to financial challenges. The impact is particularly acute for homeownership and family planning. Thirty-one per cent of Gen Z respondents have postponed buying a house, whilst 24% have delayed having children. Among those who have become parents, over 70% spend as much or more on their children monthly as they do on housing. Artificial intelligence is adding to concerns, with 46% of Gen Z and 32% of Millennials pessimistic about its impact on their careers. Despite these challenges, younger generations are responding proactively. Gen Z and Millennials started saving for retirement at ages 22 and 28 respectively, years earlier than previous generations, and seek professional financial guidance at higher rates.
Northwestern Mutual's 2026 Planning & Progress Study reveals that 60% of Americans consider poor money habits a dealbreaker in new relationships. Excessive gambling and risk-taking rank as the top financial red flag, followed by hiding purchases and high credit card debt. Among Gen Z couples, 41% report money arguments are seriously straining their relationships. Financial compatibility has emerged as more important than emotional chemistry, physical attraction, or shared interests for maintaining successful long-term relationships. Single Americans seeking partners who earn money expect an average income of $139,000 annually, with women's expectations ($172,000) significantly exceeding men's ($101,000). Nearly three-quarters of Americans believe couples should discuss finances well before marriage or cohabitation, though 19% of married couples delayed these conversations until after major milestones. The survey included 4,375 US adults, conducted online between 5–21 January 2026.
Sixty percent of Americans consider poor money habits a dealbreaker in new relationships, with excessive gambling and risk-taking ranking as the top financial red flag, according to Northwestern Mutual's 2026 Planning & Progress Study. Financial stress particularly affects younger couples, with 41% of Gen Z pairs reporting money arguments strain their relationships. Among single Americans who value partner income, ideal earnings average $139,000 annually, though expectations differ sharply by gender: women prefer partners earning $172,000 whilst men seek $101,000. Couples in serious relationships prioritise financial compatibility over emotional chemistry, physical attraction, and shared interests. Nearly three-quarters of Americans believe financial discussions should occur well before marriage or cohabitation, though 19% of married couples delayed these conversations until after major milestones. The study surveyed 4,375 US adults aged 18 and older between January 5 and January 21, 2026.
More than half of millennials (53%) are not fully financially independent from their parents, according to Northwestern Mutual's 2025 Consumer Sentiment Survey. Americans now expect to achieve financial independence at age 37 on average. Record housing costs, student loan debt and gaps in financial preparedness are the primary obstacles. Among millennials, 43% lack a retirement account, 66% don't have an emergency fund, and 31% lack savings accounts altogether. Meanwhile, 74% of parents are considering or planning to provide financial support to help their children move out. The survey, conducted by The Harris Poll between 5 and 21 January 2026, included 4,375 US adults aged 18 or older. Northwestern Mutual's chief strategy officer called the findings "a massive wake-up call for America".