Client Service Administrator
thrivent
Full time
Client Service Administrator
thrivent· Thrivent Financial for Lutherans
About this role
Summary
As a Client Service Administrator, you will be responsible for building and maintaining strong relationships with our clients, understanding their needs, and ensuring they receive the best possible service. Your role will be pivotal in driving customer satisfaction and business growth. The Client Service Administrator is employed by Shields-Cattau Financial Group.This is an in-office position. Compensation is $33-35/hr with benefits that include: medical, disability, life, 401K, PTO, and holiday pay.
Job Description
Position Roles/Responsibilities/Accountabilities
- Build rapport with clients in person and on the phone so that the clients feel valued
- Oversee the client relationship management system.
- Project manager for all Thrivent community and marketing events.
- Ensure the office is always inviting and welcoming
- Point person for the vendors we use for different services
- Provide concierge level client experience in all interactions
- Other duties as assigned
Position Qualifications
- Previous administrative/secretarial/marketing experience desired
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
- Strong written and verbal communication skills
- 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
Competencies
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the practice
- 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 Shields Cattau Financial Group's 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
Is the salary disclosed for the Client Service Administrator position at thrivent?
The salary for this Client Service Administrator role at thrivent is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Service Administrator position at thrivent located?
This Client Service Administrator role at thrivent is based in CA - Costa Mesa. 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
You'll be redirected to thrivent's official application page on Workday.