Client Service Administrator
thrivent
Full time
Client Service Administrator
thrivent· Thrivent Financial for Lutherans
About this role
Summary
Endeavor Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Endeavor Financial Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. 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.
Position summary:
The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor’s time. This position supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks assigned. The Client Service Administrator reports to and is employed by Endeavor Financial Group.
This full-time role is fully in-office out of Napoleon, Ohio
Hours: Monday-Friday; 9 am – 5 pm
Compensation: $50,000 - $70,000 depending on skills, experience, and licensing
Benefits available (after a vesting period) PTO, short term disability, basic life, optional long-term disability, 3 % Match on a 401K
Job Description
Position Roles/Responsibilities/Accountabilities
Provide excellent customer service while assisting with client operations
Support advisors within the office with phone calls and scheduling
Prepare correspondence, post-meeting reports, and coordinate 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
Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on
Research products, product pricing and contacting carriers for information
Answer basic questions for clients
Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve
Set up and retrieve reports in the portfolio management system
Relief support for front desk operations
Other responsibilities as assigned
Position Qualifications
Securities or insurance industry experience preferred, but not required
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
Competencies
Planning/Organizing
Comfortability with Front-Facing roles
Client Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
External/Internal Dependencies
Must be able to work with all roles of the Endeavor Financial Group
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
As part of Endeavor Financial Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Frequently Asked Questions
What is the salary for the Client Service Administrator role at thrivent?
The listed salary for this Client Service Administrator position at thrivent is USD 50K–70K. This is an Full time role.
Where is the Client Service Administrator position at thrivent located?
This Client Service Administrator role at thrivent is based in OH- Napoleon. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Service Administrator role at thrivent full-time or part-time?
This is listed as a Full time position. It is posted as a Client Service Administrator role in the Thrivent Financial for Lutherans department at thrivent.
Which team or department does the Client Service Administrator at thrivent belong to?
This Client Service Administrator position is part of the Thrivent Financial for Lutherans department at thrivent. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Service Administrator position at thrivent?
Click the "Apply Now" button on this page. You will be redirected to thrivent's official application portal hosted on workday where you can submit your application directly.
Client Service Administrator
thrivent · 💰 USD 50K–70K
You'll be redirected to thrivent's official application page on Workday.