Client Experience & Admin Associate

Thrivent; Rogers (AR); Presencial; USD 39 000 - 53 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Holiday pay

PTO provided

Resumo da oferta

Thrivent in Rogers, AR is seeking a Client Service Administrator to provide essential administrative support to the financial practice. The role focuses on delivering a friendly, upbeat member experience by handling phones, greeting members, mail, supplies, and system support.

You will assist Financial Advisors with meeting prep and follow-up, manage scheduling, and maintain client contact information using the practice CRM, while upholding confidentiality and compliance.

Qualificações

• Previous administrative/secretarial experience desired.
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn.
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.
• Ability to maintain integrity of sensitive/confidential information.
• Basic understanding of Thrivent Financial products and services.

Responsabilidades

• Assist Financial Advisors in the preparation and follow up for the client/member meetings
• Handles incoming telephone calls to 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
• 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

Conhecimentos

Administrative support

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Attention to detail

Ferramentas

Microsoft Office

Contact management system

Descrição da oferta de emprego

Thrivent in Rogers, AR is seeking a Client Service Administrator to provide essential administrative support to the financial practice. The role focuses on delivering a friendly, upbeat member experience by handling phones, greeting members, mail, supplies, and system support.

You will assist Financial Advisors with meeting prep and follow-up, manage scheduling, and maintain client contact information using the practice CRM, while upholding confidentiality and compliance.