**Job Title: Online Account Support Assistant** **Company: Northwestern Mutual** **Location: Auckland, Auckland, NZ** **Job Type: Part-Time** **Seniority: Associate Level** **Years of Experience: 4** **Application Deadline: ******** ** **Company Overview:** Northwestern Mutual is a trusted name in financial services, dedicated to helping individuals and businesses achieve their financial goals through tailored solutions. With a commitment to innovation and integrity, our team is constantly seeking enthusiastic professionals who are ready to embrace a dynamic working environment. **Job Summary:** We are looking for a dedicated and energetic Online Account Support Assistant to join our team in Auckland. This part-time position is ideal for someone with a passion for customer service and a desire to play a key role in supporting our clients with their financial accounts and inquiries. As a critical member of our online support team, you will be responsible for delivering outstanding client service while promoting a collaborative environment. **Key Responsibilities:** - **Client Account Management:** Assist clients with their online account setup, maintenance, and navigation, ensuring a seamless user experience. - **Inquiries Handling:** Respond promptly and professionally to client inquiries via email, chat, or phone, providing accurate information and resolving issues to ensure client satisfaction. - **Data Entry & Management:** Enter and update client information accurately in our database systems, ensuring compliance with privacy regulations and organizational standards. - **Feedback Collection:** Regularly gather and document client feedback on our online services and communicate this information to the appropriate teams for continual improvement. - **Team Collaboration:** Work closely with cross-functional teams, including sales and financial advisors, to ensure unified support for client needs and objectives. - **Training & Support:** Provide training to clients on utilizing online tools and resources effectively, enhancing their overall experience with our services. - **Reporting:** Monitor and report on recurring issues or challenges faced by clients, contributing to the development of solutions to enhance service delivery. - **Process Improvement:** Actively participate in brainstorming sessions aimed at improving existing processes or introducing innovative practices that enhance client support. - **Policy Adherence:** Ensure compliance with company policies and regulatory standards in all interactions and transactions. **Requirements:** - **Education:** Bachelor's degree in Business Administration, Finance, or a related field is preferred. - **Experience:** A minimum of 4 years experience in customer service or account management, preferably within the financial services industry. - **Technical Skills:** Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM systems and online communication tools. - **Personality Traits:** - **Dedicated:** Strong commitment to providing excellent service and meeting client needs. - **Energetic:** Possess a positive attitude and enthusiasm in engaging with both clients and colleagues. **Soft Skills:** - **Cooperation:** Ability to work effectively in a team environment, fostering positive relationships with colleagues. - **Teamwork:** Demonstrated experience in collaborating with multiple stakeholders to achieve common goals. **Benefits:** - **Remote Work Flexibility:** Enjoy the opportunity to work from home, with flexible hours to accommodate work-life balance. - **Travel & Spending Expenses:** Competitive reimbursement policies for work-related travel and expenses. - **Retirement Plan:** Access to a robust retirement plan, supporting your long-term financial security. **Working Environment:** At Northwestern Mutual, we encourage calculated risk-taking to drive innovation and progress. Our team fosters a culture of creativity, supporting personal and professional growth while striving for excellence in all that we do. **Equal Opportunity Statement:** Northwestern Mutual is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, disability, or veteran status. If you possess a dedication to client service and teamwork, coupled with the required experience, we invite you to apply and become a part of our team dedicated to client success!How to apply: Apply on GrabJobs and you will be notified if shortlisted for the job.