Client Services Coordinator
17 hours ago
We are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Thrivent. In this role, you will provide exceptional support to our financial professionals and clients, handling inquiries, and maintaining the daily operations of our practice.
Key Responsibilities
Prepare and coordinate correspondence, reports, and special projects
Oversee projects, administration of various programs, and processing functions as needed
Drive client-facing activity in the practice by scheduling meetings with clients
Update Salesforce with client contact and preference information
Assist lead advisors with preparation and follow-up for client meetings
May attend client meetings and take notes
Research products, product pricing, and contacting carriers for information
Answer basic questions for clients
May accept and/or enter trade orders from clients, including unsolicited trade orders
May fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applications
Show clients how to access their accounts and read statements
Handle requests for transfers of funds in and out of accounts
Fill out necessary forms for opening or maintaining accounts
Set up and retrieve reports in the portfolio management system
Requirements
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
Previous industry experience preferred
Securities (6/63, 7/66, or 7/63 & 65) and/or Life, Health, and Annuity registration may be required
Competencies
Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
We offer a competitive compensation package, including a target annual salary of $50,000-70,000, and additional benefits such as 15 days of personal paid time off, 10 national paid holidays, and a retirement plan with employer match. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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