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Service Representative II

Company Name:
Northwestern Mutual
BASIC FUNCTION: Delivers high quality service in support of investment products and services. Provides support and service to internal and external customers to identify problems or issues and determines possible solutions and impact. Work typically falls within established procedures. Works with occasional guidance on standard cases. Supports and adapts to changes that impact the work within the team. Performs other duties as assigned.
QUALIFICATIONS: Candidate must successfully complete and pass the Customer Service Simulation and PSI (Performance Skills Index) testing as required . FINRA Series 6 registration is required or must be obtained within 3 months. Associate degree and/or equivalent work experience plus a minimum of 2 years experience in relevant customer service and financial services experience. Excellent customer service skills. Proven written and verbal communication skills. Demonstrated skills in analyzing information, problem-solving and independent decision making. Demonstrated organizational skills with the ability to independently set priorities and meet deadlines.
License / Certifications: FINRA Series 6
Location: Franklin, WI
Expertise: CUST - Customer Service
JobType: Regular Full Time

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