Client Experience Coordinator

Thrivent; Hendersonville (TN); On-site; USD 25,000 - 32,000; Full time

Job summary

Trailhead Financial Group is seeking a Client Service Administrator to support daily operations of the advisor’s practice, handling client service requests, post-meeting follow-up, maintaining client information, and a range of administrative tasks. Based in-office in Hendersonville, TN, the role is Monday–Friday, 8:45 a.m.

to 5:15 p.m., with two weeks of PTO. The position requires organizational skills, MS Office proficiency, and the ability to manage multiple tasks while maintaining

Qualifications

• Previous administrative/secretarial experience desired.
• Strong computer aptitude with Microsoft Office and related tools; ability to learn.
• Ability to manage multiple tasks with quality and maintain confidentiality.

Responsibilities

• Meeting and greeting clients upon arrival to the office
• Handles incoming telephone calls to Trailhead Financial Group 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
• Maintain updated 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
• Completes other miscellaneous tasks as assigned

Skills

Administrative experience

Multitasking

Confidential information handling

Communication

Tools

Microsoft Word

Excel

PowerPoint

Job description

Trailhead Financial Group is seeking a Client Service Administrator to support daily operations of the advisor’s practice, handling client service requests, post-meeting follow-up, maintaining client information, and a range of administrative tasks. Based in-office in Hendersonville, TN, the role is Monday–Friday, 8:45 a.m.

to 5:15 p.m., with two weeks of PTO. The position requires organizational skills, MS Office proficiency, and the ability to manage multiple tasks while maintaining