What are the responsibilities and job description for the Client Service Administrator position at Thrivent?
Summary
Organization/Business Overview:
Innovative Associates is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Innovative Associates 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 Innovative Associates.
This is a part-time position working 20 hours a week during business hours. Compensation is $20/hr. In the first 90 days it is expected that this person will obtain their South Dakota and Nebraska Life and Health Insurance license. Pay increase to follow once licensing is obtained.
This role is in person at the Yankton, SD office.
Position Roles/Responsibilities/Accountabilities
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.
Organization/Business Overview:
Innovative Associates is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Innovative Associates 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 Innovative Associates.
This is a part-time position working 20 hours a week during business hours. Compensation is $20/hr. In the first 90 days it is expected that this person will obtain their South Dakota and Nebraska Life and Health Insurance license. Pay increase to follow once licensing is obtained.
This role is in person at the Yankton, SD office.
- To be considered for this position please fill out an application and submit your resume. A recruiter will follow-up with you if you are selected to move forward. All staffing is being done through the team's HR Sr. Recruiter.***
Position Roles/Responsibilities/Accountabilities
- Meet and greet clients
- 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
- 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
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, SharePoint) 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
- Planning/Organizing
- Client Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
- Must be able to work with all roles of Innovative Associates
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
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.
Salary : $20
