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Thrivent · 9 hours ago

Client Service Coordinator

White Sulphur Springs, MT

Full-time

Onsite

New Grad, Entry Level

$18/hr - $20/hr

Thrivent is an independent practice of Thrivent Financial, seeking a service-driven professional to provide administrative support to financial advisors and clients. The role focuses on managing client inquiries, supporting daily operations, and ensuring smooth communication across the practice.

FinanceFinancial ExchangesFinancial ServicesInsurance

Responsibilities

Greet and welcome clients as soon as they arrive at the office and make them comfortable while they wait for their advisor

Handle incoming telephone calls. Answer basic questions for clients or field calls to appropriate colleagues in both Central and Mountain Time Zones

Drive client facing activity in the practice by scheduling meetings with clients on behalf of the Financial Advisors

Receive, sort, and distribute daily mail/deliveries

Update certain client documentation requirements, including compliance-related forms and notes regarding client life changes

Order of office supplies and keep inventory of stock updated

Execute the Client Service Model (CSM) through appointment scheduling

Perform other clerical receptionist duties such as scanning, photocopying, and faxing

Maintain required compliance brochures and forms

Qualification

Microsoft Office SuiteCRM systems (Salesforce)Receptionist experiencePlanning/OrganizingAdaptability/FlexibilityCommunicationInterpersonal SkillsCustomer Focus