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Thrivent · 2 weeks ago

Client Service Administrator

Perryville, MO

Full-time

Onsite

New Grad, Entry Level

$18/hr - $21/hr

Thrivent is a financial services organization seeking a Client Service Administrator to provide administrative support to SEMO Financial Advisors. The role involves handling inquiries regarding customer accounts, supporting daily operations, and assisting with client meetings and documentation.

FinanceFinancial ExchangesFinancial ServicesInsurance

Responsibilities

Prepare correspondence, 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

Other responsibilities as assigned by the Lead Advisor

Qualification

Securities industry experienceInsurance industry experienceTechnical computer aptitudeMicrosoft Office SuiteAdaptability/FlexibilityCustomer FocusCommunicationInterpersonal SkillsTeamworkCollaboration