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Thrivent · 1 day ago

Client Service Administrator

Crownsville, MD

Part-time

Onsite

New Grad, Entry Level

$60K/yr - $60K/yr

Thrivent is a company focused on providing financial services, and they are seeking a Client Service Administrator to support their Metro DC Associates. This role is essential for enhancing the member experience through various administrative tasks and client interactions.

FinanceFinancial ExchangesFinancial ServicesInsurance

Responsibilities

Handles incoming telephone calls to Metro DC Associates 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

Supports projects, administration of various programs, and processing functions as needed

Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors

Update the contact management system with client/member contact and preference information

Assist Financial Advisors in the preparation and follow up for the client/member meetings

Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed

Participates in the business planning process

Completes other miscellaneous tasks as assigned

Qualification

Technical computer aptitudeAdministrative experienceMicrosoft Office SuiteCustomer focusCommunication skillsInterpersonal skillsTeamworkCollaborationAdaptability