Client Service Administrator

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 in Hummelstown, PA, is seeking a full-time Customer Service Coordinator to support the team with client communications, data entry, and scheduling for Financial Advisors. This in-office role emphasizes concierge service, multi-tasking, and maintaining client relationships.

The position offers $15–$17 per hour depending on experience, plus benefits and opportunities to contribute to events and branding.

Qualifications

• 2+ years of customer service experience.
• Strong computer skills with Microsoft Word, Excel, PowerPoint and Salesforce.
• Ability to multitask and maintain high quality work amid interruptions.
• Ability to handle confidential information.

Responsibilities

• Act as a receptionist handling inbound calls and client needs.
• Enter and maintain client data in CRM systems.
• Meet and greet clients at the Hummelstown location.
• Coordinate and schedule client meetings with Financial Advisors.
• Prepare documentation, agendas, and reports for meetings.
• Follow up with clients after meetings and track action items.
• Assist with policy/account updates.
• Respond to client inquiries.
• Support events, marketing, and branding efforts.
• Process incoming/outgoing mail and maintain mail flow.
• Create a welcoming office environment for clients and colleagues.

Skills

Customer service

Technical computer aptitude

Microsoft Word

Excel

PowerPoint

Salesforce

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Summary

Roots Financial Group, an established financial services practice for Thrivent in Hummelstown, PA is looking for a full-time Customer Service Coordinator. If you have a heart for service and a passion for helping others, we’d like to connect with you.

Position summary:
The Customer Service Coordinator supports the team at Roots Financial by completing organizational and customer service related tasks that keep the practice running. They coordinate communication between clients and all departments as well as assist in prioritizing workflows for the team’s Financial Advisors.

This role is critical to keeping the daily operations of the practice running, including, but not limited to utilizing Thrivent computer systems and programs in support of client relations and planning activities of the Financial Advisors, supports securities and insurance-related tasks and other administrative tasks as assigned. This is a fast-paced, detail-oriented position that requires the ability to multi-task and balance numerous demands and timelines simultaneously. If you would like to work with a team that values deep, meaningful, long-term customer relationships and proactive concierge customer service, then this role is a great fit for you. The Customer Service Administrator reports to and is employed by Roots Financial Group.

This is an in-office position.
Compensation is $15-17/hr depending upon experience.

Job Description

Position 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

Benefits:

• 11 Office Holidays
• Simple IRA with match after 1 year of service

Position 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

As part of Roots Financial Group’s our recruiting/hiring/contracting process, a verification of a candidate’s background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.