Remote Customer Liaison – Connect with People (WFH)

🏢 Northwestern Mutual📍 Milwaukee, WI, United States💼 Full-Time💻 Remote🏭 Financial Services💰 35000-55000 per year

About the Company

Northwestern Mutual has been helping people and businesses achieve financial security for over 160 years. As a leading financial services company, we are dedicated to building lasting relationships with our clients and supporting them through every stage of life. We believe in the power of human connection, innovation, and a commitment to excellence. Join our team and be part of a company that truly makes a difference in people’s lives.

Job Description

Are you a natural communicator with a passion for helping others? We are seeking a highly motivated and empathetic Remote Customer Liaison to join our dynamic team. In this 100% remote role, you will be the primary point of contact for our clients, guiding them through inquiries, resolving issues, and ensuring a seamless and positive experience. This is an exceptional opportunity for individuals who thrive on connecting with people and are eager to contribute to a client-centric environment from the comfort of their home.

Key Responsibilities

  • Serve as the first point of contact for client inquiries via phone, email, and chat, providing timely and accurate information.
  • Actively listen to client concerns, empathize with their situations, and offer effective solutions.
  • Escalate complex issues to appropriate departments, ensuring a smooth handoff and follow-up.
  • Maintain detailed and accurate records of client interactions and transactions in our CRM system.
  • Educate clients on products, services, and self-service options, empowering them to manage their accounts effectively.
  • Collaborate with internal teams to improve overall client satisfaction and service delivery.
  • Adhere to company policies, procedures, and regulatory requirements in all interactions.
  • Continuously learn and adapt to new product information, system updates, and service enhancements.

Required Skills

  • Excellent verbal and written communication skills in English.
  • Strong active listening and problem-solving abilities.
  • Proficiency with common office software and the ability to quickly learn new systems.
  • Ability to work independently in a remote setting with minimal supervision.
  • High-speed internet connection and a dedicated, quiet home workspace.
  • Demonstrated empathy and a strong client-service mindset.

Preferred Qualifications

  • Previous experience in a customer service, call center, or client-facing role (1+ years preferred).
  • Familiarity with financial services products or terminology.
  • Experience with CRM software (e.g., Salesforce, Zoho CRM).
  • Associate's or Bachelor's degree in a related field.

Perks & Benefits

  • Comprehensive health, dental, and vision insurance.
  • 401(k) retirement plan with company match.
  • Paid time off and company holidays.
  • Opportunities for professional development and career advancement.
  • Employee assistance program.
  • Work-from-home stipend for essential equipment.
  • Inclusive and supportive company culture.

How to Apply

If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:

  • An up-to-date Resume or CV
  • A brief cover letter summarizing your experience and motivation

Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.

⚠️ Important Disclaimer

Welcome to Westford Trust. We publish job opportunities aggregated from public sources, employers, and job portals. We never charge any fees to access or use our website; all information is provided entirely for free.

Westford Trust does not directly offer or manage these positions, nor are we directly involved in the hiring process for the vacancies published on https://job.westfordtrust.com.

If you suspect a fraudulent listing or have any questions, please contact us at techturna@gmail.com.

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