What are the responsibilities and job description for the Customer Service Associate - Thrivent position at Thrivent?
Job Summary:
The Support Advisor plays a vital role in our financial planning services. With comprehensive knowledge of our company's mission and goals, you will serve as an integral part of our advisory team, working alongside senior advisors to deliver exceptional client experiences.
Responsibilities Include:
- Meeting participation and collaboration with senior advisors
- Managing client paperwork and follow-ups
- Executing client transactions and recommendations
- Providing top-notch customer support through various communication channels
- Collaborating with internal teams to ensure seamless operations
Key Requirements:
- Series 7/66 and WI State Life and Health insurance licensure
- 1-3 years of relevant customer-facing experience
- Excellent communication and organizational skills
- Aptitude for learning and adapting to new technologies
- Strong problem-solving abilities and attention to detail
Benefits Package:
- Competitive compensation package
- Comprehensive health insurance with HSA matching
- Simple IRA matching program
- Paid time off and volunteer opportunities
Reports to:
Lead Advisor/CEO
