Role Description Ready to launch a career that grows as fast as you do? We built this role for exactly that. You don't need to have all the answers on day one. We provide the leads, the training, the mentorship, and the system. You bring the motivation. Together, you'll be helping real families and building real income — all from home. You'll help clients by: - Guiding families through tailored benefit options - Running virtual consultations with confidence - Building long-term trust-based relationships We provide: - Steady lead flow — no prospecting required - Licensing support and professional coaching - Leadership opportunities as you hit goals - Full remote setup — work from anywhere Start strong, grow fast — no cap on where you go. Company Description

Commercial Service Specialist This role will support and manage the day-to-day operations and service of commercial banking clients. Including, but not limited to; servicing of treasury products, loans, and deposits by handling client requests while working hand in hand with internal teams, including implementations, treasury team, and banking officers. As the primary contact, you will be a vital part of the client’s relationship to help deliver growth and opportunity by creating a trusting relationship. How you will spend your time: - Serve as primary point of contact for commercial clients via phone or email to support day-to-day servicing needs - Develop a relationship with the client proactively to identify solutions to problems and improve the client experience - Help to onboard new checking, savings, and CD accounts for clients - Understand the client’s expectations and needs to serve as the point person for all their banking needs - Respond with a sense of urgency to all internal and external client calls, questions and/or concerns - Work in collaboration with the Relationship Team while setting clear expectations regarding deliverables and due dates - Ensure The Unparallelled Customer Experience (TUCE) through quality service and coordination of client needs with other functions as needed and serve as liaison for client - Provide client point of contact for day-to-day banking needs, questions, research, etc. - Manage resolution of client needs by identifying and coordinating appropriate bank resources by partnering with internal departments to ensure client needs are met and problems are followed through to resolution - Identify opportunities proactively for clients to self-serve We are excited to talk to you if you have: - High school education or equivalent and 3+ years proven customer service experience OR any combination of education and experience that would provide an equivalent background preferably in banking or financial services - Excellent professional verbal and written communication skills - Flexibility and ability to multi-task in a fast-paced environment with quick turnaround requests - Strong organizational skills - Attention to detail - Effective time management skills - Disciplined self-motivation - Resolution-based problem solving abilities - Ability to work independently as well as in team environments - Good interpersonal and networking skills to work with other internal areas Compensation Range: $51,480.00 - $99,330.00 The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information. UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

We are seeking an organized and client-focused Client Support Administrator to provide administrative and scheduling support while ensuring a smooth, professional experience for clients from start to finish. This fully remote position is ideal for someone who enjoys staying organized, communicating clearly, and managing multiple tasks efficiently. The ideal candidate enjoys structured work, thrives in detail-driven environments, and understands how important timely communication and follow-through are to creating a seamless client experience. If you are proactive, organized, and comfortable managing multiple moving parts, this role offers a strong opportunity to grow within a supportive remote team. Key Responsibilities: - Coordinate client bookings, schedules, and confirmations - Communicate with clients to gather necessary details and provide timely updates - Review documentation for accuracy and completeness - Monitor timelines, track changes, and follow up as needed - Maintain organized records within company systems Qualifications: - Strong written and verbal communication skills - Excellent organization and attention to detail - Comfortable using online systems and digital tools - Able to work independently and manage priorities in a remote environment - Customer service or administrative experience preferred (not required) - Must be a citizen of the US, UK, Australia, Spain, or LATAM What We Offer: - 100% remote flexibility - Structured training and ongoing support - Growth opportunities within a supportive team environment

Benefits: - Bonus based on performance - Company parties - Dental insurance - Flexible schedule - Health insurance - Opportunity for advancement - Training & development - Vision insurance Join the Winning Team at Greater Hartford Wealth Management of Northwestern Mutual (NM)! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Greater Hartford Wealth Management of Northwestern Mutual! Why Current and Former Athletes Could Thrive Here: We appreciate the strengths and mindset athletes often bring to a professional environment, habits like discipline, a competitive spirit, and a drive to grow. The career path we offer provides structure, coaching, and support while allowing for personal ownership and independence. Here’s why this environment could feel like a strong fit for those with an athletic background: - Coaching-Focused Support System: Many who join our firm value being surrounded by people invested in their development. Our approach includes access to an Activity Coach, Client Building Coach, Performance & Mindset Coach, and Technology Coach, along with weekly opportunities for mentorship, skill-building, and accountability. While we don’t manage people, we do offer guidance and leadership for those who are coachable and motivated to improve. - Resilience and Focus: Athletes are familiar with pushing through challenges, staying committed, and maintaining long-term focus, qualities that can be helpful when navigating new opportunities or building something of your own. - Goal-Oriented Approach: Setting and working toward goals is second nature to most athletes. That mindset often translates well in a career where goal-setting and progress tracking are part of the day-to-day rhythm. - Discipline and Priority Management: Athletes learn to balance intense schedules early on. Rather than focusing on time management, we talk about priority management, because everyone gets the same 1,440 minutes in a day. How those minutes are invested can make a meaningful difference. - A Balance of Support and Independence: This is a team-oriented culture in many ways, there’s shared learning, encouragement, and connection. At the same time, many people here value the independence the career offers. It’s a unique mix of collaborative energy and personal responsibility that can feel familiar to those coming from competitive sports. Our growing office is located at: 29 S Main St. Ste 201 West Hartford, CT 06107 Meet Our Local team: Jen Vitas, Chief Development Officer, District Director & Financial Advisor: - Time with NM: Since 2011 - Previous experience: Worked at Fiserv as a Client Service Advisor, partnering with financial institutions to support back-office operations and business strategy. - Passionate about: Developing people, expanding impact through leadership, and helping both clients and advisors achieve long-term success. Outside of work, she is a proud single mother of three, enjoys traveling and experiencing new cultures, loves music and dancing, and values spending time outdoors, especially during the summer months. Danielle DeLorge, Growth & Development Director & Financial Advisor: - Time with NM: Since 2016 - Previous experience: Began her career with Northwestern Mutual as a college intern in June 2016 before transitioning into a full-time role and becoming an integral member of the leadership team. - Passionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections. Alexa Philbrick, New Client Growth & Acquisition Specialist & Financial Advisor: - Time with NM: Since 2020 - Previous experience: Made a purposeful career change from another role in finance at age 26. Holds an English minor and a business minor, which shape her strong communication skills and analytical approach. She now focuses on recruiting, developing, and supporting advisors, with particular strength in mentoring career changers and growth-minded professionals. - Passionate about: Helping clients achieve long-term financial security, mentoring the next generation of advisors, reading, continuous learning, and taking on new challenges with curiosity and intention. Paul Schaeffer, FSA, Financial Advisor: - Time with NM: Since 2024 - Previous experience: Actuary (FSA) with a background in actuarial science, data and analytics, healthcare finance, underwriting, pricing, reserving, FP&A, and actuarial modeling. Entered Northwestern Mutual with deep product knowledge equivalent to decades of industry experience and a strong professional network of over 2,000 contacts, which helped him transition quickly and build early momentum. - Passionate about: Spending time with his wife and their three children. Enjoys family golf, skiing, and travel, along with music, thought-provoking puzzles, finance, and making a meaningful impact by helping others. Bryan Jock, WMC Financial Advisor: - Time with NM: Since 2022 - Previous experience: Law enforcement, serving in a supervisory detective role. Developed highly transferable skills including strong client communication, attention to detail for individualized retirement planning, and active listening, now central to his client-first advisory approach. - Passionate about: His family and spending quality time with his wife and two children. Outside the office, you’ll often find him at the batting cages with his daughter or at the ice rink with his son. Lia Moylan, Financial Advisor: - Time with NM: Since 2020 - Previous experience: Teacher and bartender, bringing a people-first mindset, adaptability, and strong interpersonal skills into her financial advisory practice. Focused on helping individuals and families reach and maintain long-term financial security and stability. - Passionate about: Spending time with her three children (a 4-year-old daughter and twin 1-year-old boys), travel, food, fun experiences, and helping others build a secure future. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jen Vitas is a District Director for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.