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Client Service Administrator

Thrivent -
Napoleon, OH

Job Details

Full-time
$50,000 - $70,000 a year

Benefits

Disability insurance
401(k) 3% Match
Paid time off
401(k) matching

Qualifications

Cross-functional collaboration

Full Job Description

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.

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