Client Service Administrator

Thrivent Financial; Northern (KY); On-site; 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 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.

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.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences.

If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.