Client Service Associate Northwestern Mutual - Allora Solutions Group
Reston, VA
About the Job
JOB TITLE:
Client Service Associate (CSA)
REPORTS TO:
CSA's will report to Brian Glou, Chief Operations Officer
Responsibilities and Duties
- - Investments
- - All onboarding (except Multi Participant 401ks)
- - Raise cash sig port.
- - Goal modifications (SIS)
- - Verbally confirm cash movements
- - Set up 1 time or periodic instructions (withdrawals or contributions)
- - Account maintenance.
- - One account open and funded, email client to set up on client website. Set up Zoom with client.
- - Paperless
- - Aggregation
- - Bene changes
- - How to make/change contributions
- - Compliance/supervision alerts
- - SST portal
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- Insurance
- - All onboarding
- - Once app is approved, email the client to set up on client website. Set up Zoom with client.
- - All maintenance
- - Missed premium.
- - Premium frequency changes
- - Bank account changes.
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- Line of Credit
- - Set up through Tristate or M&M Bank
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- CopyTalk
- - Set up tasks.
- - Update comments.
- - Update opportunities.
- - Update comments.
Source : Allora Solutions Group