Client Services & Scheduling Specialist

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

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.