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Thrivent · 1 day ago

Client Relationship Manager

Geneva, IL

Full-time

Onsite

Mid Level

$75K/yr - $85K/yr

3+ years exp

Thrivent is a financial services practice that helps clients achieve their financial goals. The Client Relationship Manager provides administrative support to Financial Advisors, manages client inquiries, and ensures smooth daily operations of the practice.

FinanceFinancial ExchangesFinancial ServicesInsurance

Responsibilities

May coordinate scheduling and manage calendars

Manage email review and follow-up as necessary

Update CRM (Salesforce) with client information and managing tasking updates in the system

Monitor applications throughout underwriting process

Interact with clients to ensure a smooth and consistent experience

Collaborate with financial associates to assist customer/member to purchase, sell, hold or exchange securities products

Verbal or written communications with prospective or existing customers regarding financial matters

Handles incoming telephone calls and responds to requests for information

Performs routine administrative duties such as maintaining office supplies and processing mail

Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature

Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings

Prepare and update financial plans and presentation material for client meetings

Enter information into financial planning software and prepare draft financial plans

Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date

Finalize, submit, and track all client account and application paperwork

Gather and maintain customer suitability information

Identify and offer recommendations on how to optimize workflows

Other responsibilities as assigned by the Lead Advisor

Note: CANNOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire

Qualification

Securities registrationCertified Financial PlannerSalesforceFinancial Planning softwareTechnical computer aptitudeAdaptability/FlexibilityOrganizational skillsCommunication skillsInterpersonal skillsTeamworkCollaboration