Associate - Financial Services Advisor

1 week ago

Minnesota, United States Thrivent Full time
Client Support Specialist

Thrivent Financial is seeking a highly motivated and detail-oriented Client Support Specialist to join our team. As a Client Support Specialist, you will provide exceptional support to our financial advisors and clients, ensuring seamless delivery of our financial services.

Key Responsibilities:

  • Maintain client relationships through timely processing of client requests and transactions.
  • Assist financial advisors in preparing and following up on client meetings.
  • Participate in client meetings, building rapport and trust with clients.
  • Work independently to service and maintain strong relationships with clients.
  • Update and maintain client information in various planning tools.
  • Complete electronic and paper service forms and new business applications.
  • Identify potential sales opportunities and partner with financial advisors to close deals.

Requirements:

  • Attain life and health licenses within 12 months of hire.
  • Demonstrated customer service orientation and experience.
  • Strong technical computer skills and knowledge of business tools.
  • Ability to handle multiple tasks and maintain high-quality work under pressure.

Thrivent Values:

Thrivent is committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable state or federal laws.

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