Customer Service Administrator (Paraplanner)

Thrivent; Rochester (MN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision available.

Employer paid life insurance, short- &

Job summary

Emerald Financial Group is seeking a Customer Service Administrator (Paraplanner) to work with our Advisory team, preparing financial plans and coordinating client service needs in-office. The role offers a growth track to obtain FINRA SIE 7/66 and MN Life and Health licensing within the first year.

You will enter client information, prepare plans, research investments, and maintain client relationships while learning firm procedures and CRM systems.

Qualifications

• 2+ years of customer service experience preferred.
• Strong organizational and multitasking abilities.
• Excellent communication and interpersonal skills.
• Technical aptitude with business tools (Word/Excel/PowerPoint/Salesforce) or ability to learn.

Responsibilities

• Enter client information into multiple systems and maintain accuracy.
• Prepare and update financial plans and presentation materials for client meetings.
• Input data into planning software and draft financial plans.
• Maintain CRM data and support client service requests.
• Prepare reports and help with account paperwork and approvals.
• Identify workflow improvements and assist in day-to-day operations.
• Support team with ad-hoc tasks as needed.

Skills

Customer service

Organization

Communication

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Tools

Salesforce

MS Word

MS Excel

MS PowerPoint

Job description

Are you ready to grow your career within a well-established and thriving financial team? As a Customer Service Administrator (Paraplanner) at Emerald Financial Group, you will have the opportunity to work directly with an experienced advisory team while building strong relationships with a well-established and valued client base. This role is designed for someone who is passionate about serving others, committed to professional growth, and motivated to make a meaningful impact in clients’ lives.

Emerald Financial Group is a growing independent financial services practice of Thrivent. We take a broad-based approach to helping clients achieve multiple financial goals, with a primary focus on individuals and families who are approaching or currently in retirement and have at least $100,000 in investable assets.

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

The Customer Service Administrator (Paraplanner) position will come alongside our Advisors to learn how to create financial plans and soak up firm-specific procedures and processes. Key responsibilities include preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Customer Service Administrator (Paraplanner) reports to and is employed by Emerald Financial Group. This is an in-office position.

This position provides a growth track to obtain FINRA SIE 7/66 as well as MN Life and Health licensing within the first year.

Job Description

Primary Responsibilities

• Enter client information into various systems
• Prepare and update financial plans and presentation material for client meetings
• Enter information into financial planning software and prepare draft financial plans
• Deepen existing client relationships through making sure client information and documentation is up to date
• Research and respond to client inquiries
• Finalize, submit, and track all client account and application paperwork
• Assist in generating performance reports
• Maintain information in CRM (Salesforce) system
• Fill out necessary forms for opening and maintaining accounts
• Identify and offer recommendations on how to optimize workflows
• Other responsibilities as assigned

Position Qualifications

• Demonstrated customer service orientation/experience, 2+ years preferred
• Extremely strong organizational skills
• Strong communication and interpersonal skills
• 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 our products, services, and Thrivent Financial

Competencies

• Planning/Organizing
• Analytical
• Client Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the Emerald Financial Group
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations
• Must be comfortable participating in our digital and social media presence, including photos and videos featured on our website and platforms like LinkedIn, Facebook, and Instagram

Compensation and Benefits

Here,you’llenjoy:

• $50,000-70,000 annually dependent upon experience and licensure
• Medical, dental, and vision available.
• Employer paid life insurance, short-term disability, and long-term disability.
• 401(k) with company match.
• Personal time off.
• 7 Paid holidays.

As part of Emerald Financial Group’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.