Client Service Administrator

Thrivent; San Antonio (TX); On-site; USD 37,000 - 44,000; Full time

Benefits offered by this job

PTO

Medical benefits

Simple IRA 3% match

Job summary

Heart of Texas Associates is seeking a Customer Service/Administrative Support professional to handle phones, greet members, manage mail, and support daily operations using Thrivent Financial systems. This full-time, in-office role emphasizes a friendly, upbeat demeanor and strong organization.

You will schedule meetings, maintain contact records, prepare routine correspondence, and assist financial advisors with client meetings. Benefits include PTO, medical, and a Simple IRA with 3% match.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong technical computer aptitude with common business tools.
• Ability to handle multiple tasks with high quality amid interruptions.
• Ability to maintain confidentiality of sensitive information.
• Familiarity with Heart of Texas Associates and Thrivent Financial products/services.

Responsibilities

• Handles inbound calls and responds to information requests.
• Schedules meetings with clients/members for Financial Advisors.
• Maintains office supplies and processes mail.
• Prepares routine correspondence, reports, and projects.
• Supports programs and various processing functions as needed.
• Updates contact management system with client/member information.
• Assists Advisors in meeting preparation and follow-up.
• Provides back-up support for non-licensing tasks.
• Completes other duties as assigned.

Skills

Administrative experience

Secretarial experience

Microsoft Word

Excel

PowerPoint

Salesforce

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Summary

This position provides administrative support to Heart of Texas Associates. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Heart of Texas Associates.

This is a full-time position and will sit in office. Compensation is between $18-21/hr. Benefits include PTO, medical, and a simple IRA with 3% match.

Job Description

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls to Heart of Texas Associates and responds to requests for information


• Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors


• 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


• Update the 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

Position Qualifications

• Previous administrative/secretarial experience desired


• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn


• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions


• Ability to maintain integrity of sensitive/confidential information


• Basic understanding of Heart of Texas Associates, our products and services, and Thrivent Financial

Competencies

• Planning/Organizing


• Customer Focus


• Communication


• Interpersonal Skills


• Teamwork and Collaboration


• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of Heart of Texas Associates


• Must be able to represent the organization in work with external clients


• Must be able to cultivate and maintain relationships with outside organizations

As part of Heart of Texas Associates’ 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.