Client Services Coordinator

4 days ago


Lakewood, California, United States Thrivent Financial Full time
Job Summary

This role provides critical administrative support to Monarch Group, ensuring a seamless member experience. The ideal candidate will possess a friendly and upbeat demeanor, with excellent communication and interpersonal skills.

Key Responsibilities
  • Handles incoming telephone calls and responds to requests for information
  • Performs routine administrative duties, including maintaining office supplies and processing mail
  • Prepares or coordinates the preparation of routine correspondence, reports, and special projects
  • Supports projects, administration of various programs, and processing functions as needed
  • Performs routine service work on client accounts, including handling non-transactional forms and providing tax forms to clients
  • Assists with managing marketing lists and email campaigns
  • Drives client/member-facing activity in the practice by scheduling meetings with clients/members on behalf of the practice's Financial Advisor
  • Updates the contact management system with client/member contact and preference information
  • Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
Requirements
  • 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 Monarch Group, our products and services, and Thrivent Financial
Competencies
  • Planning/Organizing
  • Customer Focus
  • Communication
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Adaptability/Flexibility
  • Integrity
  • Consistency/Efficiency

At Thrivent Financial, we believe money is a tool, not a goal. We are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit our website to learn more.



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