Client Services Administrator

Thrivent; Oak Creek (WI); On-site; USD 10,000 - 60,000; Part time

Job summary

A leading financial services organization is seeking a Client Service Administrator to provide administrative support to a Financial Advisor. The role involves client communications, meeting preparation, and various administrative tasks. This part-time position offers competitive compensation and opportunities for growth.

Benefits

Paid vacation

Retirement plan contributions

Qualifications

• 2+ years of customer service experience preferred.
• Strong technical aptitude with business tools.

Responsibilities

• Communicate with customers regarding financial matters.
• Assist Financial Advisor with client meetings.
• Document client interactions in Salesforce.

Skills

Customer Focus

Excellent communication skills

Detail-oriented

Education

Previous administrative experience

Tools

Salesforce

Microsoft Word

Excel

Outlook

DocuSign

Job description

Summary

Ryan VanDeLoo, CFP, is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. We help our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.

Position summary:
This position provides administrative support to Ryan VanDeLoo, CFP of Thrivent Financial. This position serves as a resource to the Financial Advisor and client/members and supports the daily operations of the practice, including, but not limited to: 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 Ryan VanDeLoo, CFP of Thrivent Financial.

This position will be out of Oak Creek, WI. This position is a part time position (32 hours a week). Compensation for this position is commensurate with education and experience. Range $20-25 per hour. Opportunities for growth available.

Benefits: Paid vacation, retirement plan contributions

Job Description

Position Roles/Responsibilities/Accountabilities

• Verbal or written communications with prospective or existing customers regarding financial matters to ensure a high level of customer satisfaction
• Assist Financial Advisor in the preparation and follow up for the client/member meetings
• 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
• Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve
• Tracking of current and pending business to ensure successful task completion
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
• Provides back-up support on handling incoming telephone calls and responds to requests for information, as needed
• Document all client interactions in Salesforce profile

Position Qualifications

• Previous administrative experience desired
• Demonstrated customer service orientation/experience (2+ years preferred)
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, Outlook, Salesforce, DocuSign) 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 our products and services, and Thrivent Financial

Competencies

• Customer Focus
• Excellent communication skills, verbal and written
• Ability to work independently, prioritize tasks, and self-direct to meet deadlines
• Planning/Organizing
• Analytical Thinker
• Detail-oriented
• Teamwork and Collaboration
• Adaptability/Flexibility
• Experience with note taking and archiving preferred

External/Internal Dependencies

• Desire to build relationships and help others
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships within the organization

As part of Ryan VanDeLoo's 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.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.