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Client Care Services Trainee (Remote)

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

Our Client Advocacy team delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment. We are proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions which requires a basic understanding of a risk product.

Our core team is based in Franklin, WI, but we're building a micro-community in Boise, ID. Our new team will work remotely, but will have a group of peers in the Boise area who will come together from time-to-time to participate in training and other activities.

Here are some additional responsibilities in the role:

  • Resolves routine problems by following defined standard process and evaluating solutions

  • Takes ownership of the client experience to make a difference by connecting with the client and seeing things from their point of view

  • Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.

  • Fosters a professional relationship with our clients to improve brand loyalty

  • Exhibits consistent and appropriate style and an approach that is passionate about the customer

  • Uses available resources to effectively and accurately complete routine cases.

Bring your best! What this role needs:

  • Reside no more than 75 miles from Boise, ID with ability to commute to Boise for occasional training or meetings.

  • Associates degree in business or related field or equivalent combination of education and experience. Previous customer service experience preferred

  • Effective written and verbal communication

  • Ability to multi-task and handle a lively day of calls/case load with the greatest degree of accuracy

  • Organization skills with the ability to prioritize tasks.

  • Ability to welcome change and embrace improvement actions in a fast-paced work environment

  • Motivation to continuously learn and improve

  • Proven problem solving skills and ability to provide options

  • Proven computer experience with solid keyboarding skills and proficiency with current software packages

  • Ability to navigate multiple systems and applications to complete standard requests

  • Successful completion of any required testing

Network Speed Requirement

To provide the best customer experience, we recommend having an internet download speed of at least 10 Mbps per active user and 5 Mbps of upload speed. Use these links ( Spectrum or AT&T ) to test your connection speed or check with your internet service provider. DSL may not provide options with enough bandwidth (depending on location). Satellite/Dish options are not recommended as connectivity can be spotty, especially during inclement weather.

Required Certifications:

Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now!

W e are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.


We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.