Client Experience & Operations Coordinator

Thrivent; Chattanooga (TN); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

PTO

Holiday pay

Simple IRA

Job summary

Three Pillars Financial Advisors in Tennessee is seeking a client service administrator to provide friendly, in-person support to members and advisors. This full-time role handles front-desk duties, mail, scheduling, and basic office tasks to ensure smooth daily operations.

You will manage calls, greet clients, coordinate meetings, maintain contact records, and assist with marketing events. The position offers traditional benefits and a stable day shift in a friendly, team-oriented practice.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong technical aptitude with Microsoft Office and ability to learn new tools.
• Ability to manage multiple tasks with accuracy amid interruptions.
• Maintain confidentiality of sensitive information.

Responsibilities

• Handles incoming calls and responds to requests for information.
• Meets and greets clients; handles mail and basic office duties.
• Prepares routine correspondence and reports; supports special projects.
• Coordinates meetings and schedules with clients/members.
• Updates contact records and assists advisors with follow-up.

Skills

Administrative support

Communication

Organization

Customer focus

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Three Pillars Financial Advisors in Tennessee is seeking a client service administrator to provide friendly, in-person support to members and advisors. This full-time role handles front-desk duties, mail, scheduling, and basic office tasks to ensure smooth daily operations.

You will manage calls, greet clients, coordinate meetings, maintain contact records, and assist with marketing events. The position offers traditional benefits and a stable day shift in a friendly, team-oriented practice.