Apply on Employer Site

Thrivent · 2 days ago

Client Services Administrator

Mesa, AZ

Full-time

Onsite

New Grad, Entry Level

$20/hr - $20/hr

Thrivent is a financial services organization seeking a Client Services Administrator to provide administrative support to East Valley Financial Associates. This role is essential for enhancing member experience and involves various administrative tasks, including handling phone calls, managing correspondence, and supporting client relations.

FinanceFinancial ExchangesFinancial ServicesInsurance

Responsibilities

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

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

Completes various pieces of paperwork, documentation, and applications as requested up to point of signature and submission with accuracy

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

Completes other miscellaneous tasks as assigned

Qualification

Technical computer aptitudeAdministrative experienceMicrosoft OfficeProductsConfidentialityCustomer focusCommunicationInterpersonal skillsTeamworkAdaptability