Registered Client Care Srvcs Rep (S6/63) - ADM - Remote
Northwestern Mutual- Full Time
- Entry Level & New Grad
Candidates should possess 4+ years of financial services experience and a Bachelor’s degree or 5+ equivalent years of experience with Institutional products, along with the ability to complete assignments in a high-volume, fast-paced environment under tight deadlines. Strong relationship management skills and demonstrated ability to analyze and resolve complex issues are also required, as well as experience with complex defined benefit/defined contribution participant benefit calculations.
As a Sr. Service Analyst I, you will analyze complex case documentation, interpret and take appropriate action utilizing established procedures and corporate guidelines, communicate with clients reflecting industry-leading service expectations, identify BPO workflow issues and recommend resolutions to Management, research issues in a timely manner, manage case loads to ensure requests are addressed by established client response time goals, and participate in assigned projects, including process improvements, by providing subject matter expertise and thoroughly researching and documenting recommendations. You will also serve as the onsite liaison between the BPO and Pacific Life home office operations, providing oversight and support to back-office functions, including customer service, complaints processing, training, and workflow audits.