Client Experience Manager

3 weeks ago


Whitefish, Montana, United States Thrivent Financial Full time
Job Overview

The Client Experience Manager plays a pivotal role in delivering exceptional service to our clients by providing administrative support to our team of financial consultants. This position demands a collaborative mindset and excellent communication skills.

Main Responsibilities:

  • Manage incoming client communications and respond promptly
  • Maintain accurate records and update databases
  • Prepare and distribute regular reports and correspondence
  • Coordinate complex projects and support program implementations
  • Arrange client meetings with our financial advisors
  • Ensure data accuracy and integrity within our systems
  • Contribute to the planning process for client-facing events
  • Track practice expenses and oversee financial operations
  • Provide support to colleagues as needed, respecting their roles and responsibilities

Required Proficiencies:

  • Experience in an administrative or secretarial capacity is beneficial
  • Fluency in Microsoft Office Suite and related software
  • Excellent time management and prioritization abilities
  • Demonstrated ability to safeguard confidential information
  • A solid grasp of our company's offerings and corporate values
  • An emphasis on key competencies such as Planning/Organizing, Customer Focus, Communication, Interpersonal Skills, Teamwork and Collaboration, Adaptability/Flexibility

Expected Annual Salary: $55,000 - $70,000, considering geographic location and individual qualifications.



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