Client Experience & Admin Coordinator (In-Office)

Thrivent; Hummelstown (Dauphin County); On-site; USD 21,000 - 23,000; Full time

Benefits offered by this job

11 Office Holidays

Simple IRA with match after 1 year of

Job summary

Roots Financial Group, an established Thrivent partner in Hummelstown, PA, seeks a full-time Client Service Administrator to support client relations and daily operations. In this in-office role, you will handle calls, coordinate meetings, and maintain client data across CRM systems.

Join a team that values service, discretion, and timely concierge support for Financial Advisors, while contributing to events, branding, and office workflows.

Qualifications

• 2+ years in customer service or front-desk roles.
• Proficient with Microsoft Word, Excel, PowerPoint and Salesforce.
• Ability to manage multiple tasks with accuracy and discretion.

Responsibilities

• Act as a phone receptionist, handling incoming calls and client inquiries.
• Enter and maintain client information in CRM systems.
• Meet and greet clients at the Hummelstown location.
• Schedule and coordinate client meetings with Financial Advisors.
• Prepare agendas and reports for client meetings.
• Follow up with clients and communicate post-meeting summaries.
• Assist with marketing and event logistics.

Skills

Customer service

Communication

Phone reception

Client relationship management

Multi-tasking

Confidential information handling

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Roots Financial Group, an established Thrivent partner in Hummelstown, PA, seeks a full-time Client Service Administrator to support client relations and daily operations. In this in-office role, you will handle calls, coordinate meetings, and maintain client data across CRM systems.

Join a team that values service, discretion, and timely concierge support for Financial Advisors, while contributing to events, branding, and office workflows.