Client Services Administrator

3 weeks ago

Liberty Lake, United States Thrivent Full time
Summary

Pacific Northwest Consultants is an independent financial services practice of Thrivent. We take a broad-based approach to helping Thrivent members achieve multiple financial goals. Pacific Northwest Consultants helps members analyze their current situation, develop in-depth financial programs, and implement an integrated financial strategy.

Thrivent is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations.

Position summary:
This full-time position provides overall office administrative support to the Pacific Northwest Consultants. This fast-paced position requires excellent attention to detail and organization skills, and the ability to take the client service processes to the next level of effectiveness and efficiency. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: client communication, preparing necessary materials and reports for meetings, follow up required after client meetings, utilizing data analysis input tools, managing efficient office workflows, and other tasks as assigned. The ideal candidate will be a driven individual who wants to be part of achieving goals and growing in the business. Benefits are provided with this position.

Compensation for this position is between $45-55,000.

Job Description

Primary Responsibilities
  • Ability to foster relationships with existing and new clients/members
  • Managing office services by ensuring office operations and procedures are organized, effective, and efficient. Creating and implementing new systems/processes to drive effectiveness and efficiency as needed
  • Utilizing data analysis input tools
  • Answering basic questions for clients (license may be required for some)
  • Assist Financial advisors in the preparation and follow up for the client/member meetings
  • Filling out necessary forms for opening or maintaining accounts
  • Maintain contact with clients to provide/obtain information
  • Allocating tasks and assignments to team based on appropriate roles and coordinate team roles to ensure maximum efficiency
  • Performing review and analysis of special projects and keeping team properly informed
  • Determining current trends and providing reviews to team to act on as needed
  • Assisting in the onboarding process for new hires
  • Establishing a reference for the office by outlining necessary procedures
  • Researching products, product pricing, and contacting carriers for information
  • Interfacing with the broker-dealer or custodian to obtain information, account data, and convey service requests
  • Develop, implement, and monitor procedures, policies, or standards in client service model processes
  • Maintain information in the Client Relationship Management system
  • Other responsibilities as assigned by the lead advisors

Secondary Responsibilities
  • Handling incoming telephone calls to Pacific Northwest Consultants and responds to requests for information
  • Performing routine administrative duties such as maintaining office supplies and processing mail
  • Schedule Meetings
  • Creating and promoting additional opportunities for Pacific Northwest Consultants to meet with new and existing customer/members - strategic thinking ability is needed.
  • Participating in the business planning process

Position Qualifications
  • Demonstrated customer service orientation/experience required while working in a fast-paced office environment
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, databases - Salesforce) or ability to quickly learn
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information
  • Securities licenses of SIE, 6, or 7 are preferred but not required.

Competencies
  • Self-starter
  • Organized and detail oriented
  • Customer Focus
  • Communication
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Adaptability/Flexibility
  • Analytical - with the ability to learn and understand the detail behind the business

External/Internal Dependencies
  • Must be compatible and able to work with all team members
  • Must be able to represent the organization in work with internal and external clients
  • Ability to cultivate and maintain relationships with outside organizations

As part of Pacific Northwest Consultant's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

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