**Job Title: Account Support Assistant - Work from Home** **Company:** Northwestern Mutual **Location:** Hamilton, Waikato, NZ **Job Type:** Part-Time **Seniority:** Entry Level **Years of Experience:** 1 ### Job Description: Northwestern Mutual is seeking an **Account Support Assistant** to join our dynamic team in a part-time, work-from-home capacity.
This entry-level position is perfect for energetic and motivated individuals eager to begin a career in the financial services industry.
The ideal candidate will play a vital role in delivering outstanding support to our clients and advisors, ensuring a seamless operational flow while functioning within a collaborative, global environment.
### Key Responsibilities: 1.
**Client Support:** - Respond promptly to client inquiries via email and phone, providing accurate information regarding account statuses, transactions, and financial products.
- Assist in resolving client issues by coordinating with various departments to ensure client satisfaction and retention.
2.
**Account Management:** - Support advisors in maintaining and updating client accounts, ensuring all information is accurate and current.
- Process requests for policy changes, transactions, and updates under supervision, ensuring compliance with regulatory standards.
3.
**Data Entry and Documentation:** - Accurately input client data into our customer relationship management (CRM) system, maintaining data integrity and confidentiality.
- Assist with the preparation of documentation for client meetings, including reports and presentations, aiding in the information delivery process.
4.
**Team Collaboration:** - Work closely with other team members and departments to support various projects and initiatives.
- Participate in team meetings and training sessions to stay updated on company policies and product offerings.
5.
**General Administrative Support:** - Maintain organized records and files related to client accounts and communications.
- Help manage schedules and appointments for advisors as needed, contributing to efficient operational workflows.
### Requirements: #### Education and Experience: - Minimum of 1 year of customer service or administrative experience, preferably in a financial services or insurance environment.
- High school diploma or equivalent required; an associate degree or higher is a plus.
#### Hard Skills: - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM software.
- Basic understanding of financial products and services is desirable but not mandatory.
#### Soft Skills: - Demonstrated ability to cooperate and collaborate effectively with colleagues and clients.
- Strong presentation skills, with the ability to clearly convey information and ideas.
#### Personality Traits: - Energetic and motivated individual with a positive attitude towards learning and growth.
- Self-starter with the ability to work independently in a remote environment while adhering to deadlines.
### Benefits: - Competitive salary with opportunities for performance-based incentives.
- Life insurance options.
- Parental leave policy.
- Disability insurance coverage.
- Flexible working arrangements that support work-life balance.
### Working Environment: At Northwestern Mutual, you will collaborate with colleagues worldwide, fostering a global village mentality that values diverse perspectives and innovation.
We are committed to creating a supportive and enriching work atmosphere that encourages professional growth.
### Deadline to Apply: Interested applicants should submit their resume and cover letter by **October 31, 2024**.
### Equal Opportunity Statement: Northwestern Mutual is an equal opportunity employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees, regardless of race, gender, disability, sexual orientation, or any other characteristic protected by law.How to apply: Apply on GrabJobs and you will be notified if shortlisted for the job.