Contract, Licensing & Registration Senior Analyst, Distribution Services

About the role

The Contract, Licensing & Registration Senior Analyst will perform an array of functions relating to contract, licensing, registrations, terminations and support. The CLR Senior Analyst will learn each job task within the division and will be able to provide back-up during vacations and high-volume periods. A CLR Senior Analyst must be detail-oriented, a fast learner, and an excellent communicator to handle various tasks and escalate concerns as needed. This is a hybrid position at our downtown Milwaukee corporate office. Mandatory day is Tuesday, 2nd and 3rd day is flex.

Responsibilities

• Provides quality and timely customer service to field and home office staff on the following topics Contracting, Licensing, Registrations, Terminations and Support.
• Communicates with callers clearly in an open, direct, and timely manner.
• Answers questions that are routine, escalates calls as needed.
• Identifies the need for special handling and coordinates problem resolution, in addition to understanding the overall impact.
• Provides complete and accurate solutions to all customer needs with appropriate guidance.
• Under the direction of the Manager, Specialist, or Mentor, may handle more complex inquiries.
• Adheres to phone schedules in accordance with set standards.
• Gives and receives regular feedback/information in an open and positive manner.
• Helps others with additional casework as needed.
• Tries new ways of challenging the status quo and changing the way we work.
• Contributes to a positive environment by openly communicating new ideas/solutions, perspectives and experiences in team meetings, training sessions, 1x1s and huddles.
• Demonstrates behaviors that reflect and support our company and department values, vision, and culture of learning/growth.
• Acts in a manner necessary to achieve organizational results (i.e., big picture).
• Organizes work in a manner that allows team members to easily locate and complete casework when needed.
• Written communication is professional, complete, timely, accurate and effective.
• Follows set procedures and standard work.
• Exhibits a commitment towards personal learning and growth.
• Takes initiative to learn topics outside of core responsibilities.

Requirements

• Associate/bachelor's degree or 3 years of customer service experience.
• 1-2 years of financial services experience preferred.
• Ability to work a structured schedule for service coverage through a blend of 50/50% processing and phone work.
• Experience working in shared queue or operations system to document updates and action items.
• PC experience working with Microsoft Word, Outlook and other Microsoft Office software.
• Non-Registered Fingerprinted employee.
• Proven strong analytical and problem-solving skills.
• Superior customer service skills with ability to address and successfully resolve complex and sensitive issues.
• Ability to successfully complete tasks in a timely and accurate manner in a high-volume area.
• Ability to work independently to accomplish a variety of tasks.
• Ability to coach and provide guidance on core customer service responsibilities.
• High level attention to detail.
• Expert technical knowledge.
• Excellent communication skills, both written and verbal.
• Superior organization skills.
• #LI-Hybrid
• This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
• Compensation Range:
• Pay Range - Start:
• $21.77
• Pay Range - End:
• $32.66
• Geographic Specific Pay Structure:
• Structure 110:
• Structure 115:
• Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Benefits

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at northwesternmutual? Share your experience