Client Relations Specialist

2 weeks ago

Rochester, Minnesota, United States Thrivent Financial Full time

Company Overview:
Thrivent Financial is a prominent independent financial services organization dedicated to assisting clients in achieving their financial aspirations. Our focus is on individuals nearing or in retirement, with a minimum of $100,000 in investments. As a faith-based, not-for-profit entity, we prioritize the well-being of our members, currently numbering around 2.6 million. Thrivent Investment Management Inc. operates under the auspices of Thrivent Financial and is a member of FINRA and SIPC.

Position Overview:
We are seeking a motivated and detail-oriented Client Relations Specialist to join our esteemed team. This role is pivotal in providing exceptional support to our existing clientele, acting as a liaison between clients and Financial Advisors. Responsibilities include addressing inquiries, conducting research, and facilitating communication regarding client accounts. Additionally, the role encompasses supporting daily operations, utilizing Thrivent's advanced systems and programs to enhance client relations and assist Financial Advisors in their planning activities.

What We Offer:

  • Attractive salary with performance-based incentives
  • Comprehensive benefits package, including health, dental, and vision coverage
  • Retirement savings plan with employer contributions
  • Generous paid time off and holiday compensation
  • Opportunities for professional growth and continuing education support
  • Pathways for career advancement within the organization
Key Responsibilities:
  • Conduct comprehensive financial evaluations to ascertain clients' financial objectives, risk tolerance, and investment horizons
  • Create tailored financial strategies addressing clients' investment, retirement, estate planning, tax, and insurance requirements
  • Educate clients on diverse investment methodologies and products, clarifying the advantages and risks associated with each
  • Propose suitable investment portfolios aligned with clients' goals and preferences, considering asset allocation, diversification, and market dynamics
  • Continuously monitor clients' investment portfolios, providing regular performance assessments and recommendations for necessary adjustments
  • Stay informed about industry developments, regulatory updates, and emerging investment products to deliver superior service and expertise
  • Foster and maintain robust client relationships through consistent communication and proactive engagement
  • Adhere to all regulatory standards and ethical guidelines governing the financial advisory profession
  • Work autonomously with minimal oversight, ensuring strong service and relationship management with existing clients
  • Maintain and update client information within planning tools
Qualifications:
  • Bachelor's degree in finance, economics, business, or a related discipline
  • A minimum of 3 years' experience in financial planning or wealth management
  • In-depth knowledge of financial markets, investment vehicles, and tax strategies
  • Exceptional communication and interpersonal abilities, with a talent for building rapport and trust with clients
  • Demonstrated success in delivering outstanding service and results for clients
  • Possession of Series 7 and 66 licenses, along with an insurance license
  • Commitment to maintaining the highest ethical standards and fiduciary responsibilities to clients
  • Ability to manage multiple tasks while maintaining high-quality work amidst frequent interruptions
Core Competencies:
  • Detail-oriented and organized
  • Strong interpersonal skills
  • Team-oriented and collaborative
  • Adaptable and flexible
  • Ability to work independently
  • Proficient in Microsoft Office Suite
  • Experience with Salesforce or similar CRM systems

As part of Thrivent Financial's recruitment process, candidates will undergo a background verification. Additionally, fingerprints will be required for FINRA registration, which will be submitted to the Federal Bureau of Investigation for review against nationwide records.

Thrivent Financial is committed to providing equal employment opportunities without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable law. We are also dedicated to accommodating individuals with disabilities.

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