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Client Service Administrator
Location
Michigan
Posted
115 days ago
Salary
$18 - $20 / hour
Seniority
Senior
Job Description
Client Service Administrator
Thrivent
• Prepare correspondence, reports, and coordinate special projects • Oversee projects, administration of various programs, and processing functions as needed • Drive client facing activity in the practice by scheduling meetings with clients • Update Salesforce with client contact and preference information • Assist Lead Advisors with preparation and follow up for client meetings • Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on • Research products, product pricing and contacting carriers for information • Answer basic questions for clients • Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve • Set up and retrieve reports in the portfolio management system • Other responsibilities as assigned by the Lead Advisor
Job Requirements
- Securities or insurance industry experience preferred
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) 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
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