Client Support Associate

2 months ago

Bellevue, United States Thrivent Financial Full time
Summary

This position provides administrative support to Legacy West Financial Consultants. 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: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Legacy West Financial Consultants.

This position is part time, 20-30 hours a week. Compensation ranges from $25-28/hr dependent upon experience and licensure. This position can be fully in office or hybrid.

Job Description

Position Roles/Responsibilities/Accountabilities
  • Handles incoming telephone calls and responds to requests for information
  • Performs routine administrative duties such as maintaining office supplies and processing mail
  • Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
  • Supports projects, administration of various programs, and processing functions as needed
  • Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice's Financial Advisors
  • Update the contact management system with client/member contact and preference information
  • Assist Financial Advisors in the preparation and follow up for the client/member meetings
  • Tracks practice expenses and oversees the practice bill paying
  • Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
  • Participates in the business planning process
  • Completes other miscellaneous tasks as assigned
Position Qualifications
  • Previous administrative/secretarial experience desired
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to 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
  • Basic understanding of our products and services, and Thrivent Financial
Competencies
  • Planning/Organizing
  • Customer Focus
  • Communication
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Adaptability/Flexibility
External/Internal Dependencies
  • Must be able to work with all roles of the team
  • Must be able to represent the organization in work with external clients
  • Must be able to cultivate and maintain relationships with outside organizations


As part of Legacy West Financial Consultants recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

  • Insurance Client Support Associate

    2 months ago

    Bellevue, United States Thrivent Financial for Lutherans Full time

    Handles incoming telephone calls to Legacy West Financial Consultants and responds to requests for information. Researches inquiries regarding member/customer accounts. Provides fund values and answers other fixed insurance and fixed annuity related Client Support, Insurance, Associate, Financial Advisor, Support, Business Services

  • Client Support Associate

    2 weeks ago

    Bellevue, Washington, United States Thrivent Financial Full time

    Job SummaryThis role provides critical administrative support to our Financial Consultants at Thrivent Financial. The ideal candidate will possess a friendly and upbeat demeanor, with excellent communication and interpersonal skills. The incumbent will be responsible for handling daily operations, including answering phones, meeting/greeting clients, and...

  • Client Support Associate

    4 weeks ago

    Bellevue, Washington, United States Thrivent Financial Full time

    Job SummaryThis role provides critical administrative support to Thrivent Financial Consultants, ensuring a seamless member experience. The ideal candidate will possess a friendly demeanor, strong technical skills, and the ability to handle multiple tasks with precision.Key ResponsibilitiesPosition Roles/Responsibilities/AccountabilitiesRespond to incoming...

  • Associate, Client Advisory

    2 weeks ago

    Bellevue, United States PathStone Full time

    Pathstone Associate Program: A Client Advisory CareerPath! Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm. As part of this program, Associates will develop the skills and experience to work with some of the most complicated and sophisticated families in the wealth management industry. The program combines...

  • Insurance Client Support Associate

    2 months ago

    Bellevue, United States Thrivent Financial Full time

    Summary This position provides insurance licensed administrative support to Legacy West Financial Consultants. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their customer accounts and insurance needs and supports the daily operations of the practice, including, but...

  • Client Service Associate

    3 days ago

    Bellevue, Washington, United States Coldstream Capital Management Full time

    Job DescriptionColdstream Capital Management is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a crucial role in ensuring that our clients receive outstanding service and support.Key Responsibilities:Exceptional Service: Anticipate client needs, address concerns, and...

  • Client Associate

    4 days ago

    Bellevue, United States WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .In this role you will:Assist Profit Formula Financial Advisor(s) colleagues with service and operational related activities such as providing service to...

  • Associate, Client Advisory Professional

    2 weeks ago

    Bellevue, Washington, United States PathStone Full time

    Pathstone Associate Program: A Client Advisory Career PathPathstone has created an Associate Program to be an entry point to a career in Advisory at our firm. As part of this program, Associates will develop the skills and experience to work with some of the most complicated and sophisticated families in the wealth management industry.Job Description:Assist...

  • Client Service Associate

    5 days ago

    Bellevue, Washington, United States gpac Full time

    Job SummaryWe are seeking a highly skilled Client Service Associate to join our team at GPAC. As a key member of our client-facing team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Manage client relationships and communications, providing timely and professional...

  • Client Service Associate

    1 month ago

    Bellevue, Washington, United States Edelman Financial Engines Full time

    Client Service AssociateAt Edelman Financial Engines, we believe that everyone deserves to move their financial life forward. Our clients trust us to guide them forward with compassion, integrity, and invention. We uphold that same standard of respect and dedication for clients and colleagues alike.Key Responsibilities:Coordinate client meetings, including...

  • Client Service Associate

    1 month ago

    Bellevue, United States Tschetter Group Full time

    Position Description Title: Client Service AssociateReports to: COOBenefits: YesStatus: Full-time (Exempt)Date: Fall 2024Job SummaryTschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients, this...

  • Client Service Associate

    4 weeks ago

    Bellevue, United States Tschetter Group Full time

    Position Description Title: Client Service Associate Reports to: COO Benefits: Yes Status: Full-time (Exempt) Date: Fall 2024 Job Summary Tschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients,...

  • Client Service Associate

    3 weeks ago

    Bellevue, United States Tschetter Group Full time

    Position Description Title: Client Service AssociateReports to: COOBenefits: YesStatus: Full-time (Exempt)Date: Fall 2024Job SummaryTschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients, this...

  • Client Service Associate

    2 weeks ago

    Bellevue, Washington, United States gpac Full time

    Job Title: Client Service AssociateJob Summary:We are seeking a skilled Client Service Associate to manage client accounts and relationships, ensuring seamless communication and service delivery. As a key member of our team, you will play a critical role in building and maintaining strong client relationships, providing exceptional service, and driving...

  • Wealth Management Client Associate

    2 weeks ago

    Bellevue, Washington, United States Bank of America Full time

    Job Title: Registered Wealth Management Client AssociateJob Summary:The Registered Wealth Management Client Associate role is a sales support position that provides dedicated operational and sales support to multiple Financial Advisors. The incumbent may also support office initiatives and work with highly affluent clients to provide products and...

  • Senior Client Service Associate

    1 week ago

    Bellevue, Washington, United States Coldstream Capital Management Full time

    Job Title: Senior Client Service AssociateColdstream Capital Management is seeking a highly skilled Senior Client Service Associate to join our team. As a key member of our client service team, you will play a crucial role in ensuring that our clients receive exceptional service and support.Key Responsibilities:Provide exceptional service to clients,...

  • Client Services Associate

    1 week ago

    Bellevue, United States SPS North America Inc Full time

    Job Title: Mailroom Associate Reports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail,...

  • Client Service Associate

    2 months ago

    Bellevue, United States Coldstream Capital Management Full time

    Job DescriptionAre you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services!As a Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients receive...

  • Client Service Associate

    2 months ago

    Bellevue, United States Coldstream Capital Management Full time

    Job Description Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients receive...

  • Senior Client Service Associate

    4 weeks ago

    Bellevue, United States Coldstream Capital Management Full time

    Coldstream Wealth Management Senior Client Service Associate Bellevue, Washington Apply Now Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Senior Client Service Associate on one of our growing...