Customer Service Representative

4 weeks ago

Helena, Montana, United States Thrivent Full time
Job Summary

We are seeking a highly skilled and detail-oriented Customer Service Representative to join our team at Pinnacle Financial Advisors. As a key member of our operations team, you will provide exceptional support to our advisors and clients, ensuring seamless execution of daily tasks and activities.

Key Responsibilities:

  • Provide licensed support to advisors and clients
  • Respond to client service requests and resolve issues in a timely manner
  • Complete post-meeting work, including updating client information and maintaining accurate records
  • Prepare correspondence, reports, and coordinate special projects as needed
  • Update Salesforce with client contact and preference information
  • Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on
  • Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve
  • Provide fund values and answers other securities product-related questions and/or questions related to investment advisory services
  • Collaborate with financial associates to assist customers to purchase, sell, hold or exchange securities products
  • Verbal or written communications with prospective or existing customers regarding financial matters
  • Obtaining customer financial and/or suitability information
  • Support questions and transactions with variable insurance and annuities products, if appropriately licensed

Requirements:

  • Securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration
  • Ability to work with all roles of Pinnacle Financial Advisors
  • 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, services, and Thrivent Financial

What We Offer:

  • Health Insurance stipend available
  • 401K plus match
  • Short-term and long-term Disability insurance
  • Bonus eligibility
  • Paid holidays
  • PTO

About Thrivent:

Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.5 million members. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.

Equal Employment Opportunity:

Thrivent provides Equal Employment Opportunity (EEO) 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 local, state, or federal law.

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