Client Service Administrator

Summary

CrossRoads Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Crossroads Consultants helps 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:

The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor’s time. This position supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by CrossRoads Consultants.

This position has an immediate growth track to move into a Licensed role within the first 6-12 months obtaining the FINRA SIE, 7/66 licensure as well as the IL Life and Health insurance exams. In office study time given. Compensation for the role prior to obtaining licensing is $22/hr.

Job Description

Position Roles/Responsibilities/Accountabilities

• 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
  
  

Position Qualifications

• 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
  
  

Competencies

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

External/Internal Dependencies

• Must be able to work with all roles of the team
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations
  
  

As part of CrossRoads Consultants’ 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.