Client Services Coordinator - Financial Advisory Team

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

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.