Client Experience & Operations Coordinator

Thrivent Financial; Pennsylvania; Hybrid; USD 21,000 - 23,000; Full time

Benefits offered by this job

11 Office Holidays

Simple IRA with match

Job summary

Roots Financial Group, an established Thrivent-affiliated financial services practice in Hummelstown, PA, is seeking a full-time Customer Service Coordinator. This in-office role supports the team by coordinating client communications, entering data in CRM systems, scheduling meetings with Financial Advisors, and handling general administrative tasks.

The compensation is $15-17/hr depending on experience, with opportunities to assist in marketing, events, and branding efforts while maintaining a

Qualifications

• Previous customer service orientation/experience, 2+ years preferred.
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.
• Ability to maintain integrity of sensitive/confidential information.

Responsibilities

• Act as a phone receptionist – receive incoming calls, respond to general questions, gather details around client needs
• Enter and maintain client information and interactions into various client relationship management systems
• Meet and greet clients at Hummelstown location
• Maintain, coordinate, and schedule client meetings with Financial Advisors
• Prepare documentation, agendas, and reports in advance of client meetings
• Communicate post-meeting summary, follow up, and action items to clients
• Complete forms for basic policy and account updates
• Research and respond to client inquiries
• Assist with marketing and logistics for events, conferences, social media, and overall branding
• Process and distribute incoming physical mail; send outgoing mail
• Assist in creating welcoming office environment for clients, guests, and colleagues
• Complete other miscellaneous tasks as assigned by Financial Advisors

Skills

Customer service

Multi-tasking

Communication

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Roots Financial Group, an established Thrivent-affiliated financial services practice in Hummelstown, PA, is seeking a full-time Customer Service Coordinator. This in-office role supports the team by coordinating client communications, entering data in CRM systems, scheduling meetings with Financial Advisors, and handling general administrative tasks.

The compensation is $15-17/hr depending on experience, with opportunities to assist in marketing, events, and branding efforts while maintaining a