Client Service Coordinator chez Thrivent

Summary

The Client Service Coordinator is a detail-oriented and organized individual who will perform administrative duties for Amanda Schulenberg and Rebecca Wise. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Coordinator reports to and is employed by Amanda Schulenberg.

This is a full-time, on-site position based in Montgomeryville, PA, with bi-monthly support required at the Boyertown, PA office.
Hours: 32 hours weekly
Compensation: $20-23/hr. depending upon experience.
Vacation and Holiday pay available. Health benefits are not offered with this position.

Professional growth is supported and encouraged within the practice.

Job Description

Position Roles/Responsibilities/Accountabilities

• Drive client-facing activity in the practice by scheduling meetings with clients on behalf of Financial Advisors. 
• Maintain Advisors’ calendars.
• Assist Financial Advisors in preparation for client meetings to include form completion, opening and maintenance of accounts, preparation of applications to the point of signature for the Financial Advisor.
• Prepare routine correspondence and reports and participate in special projects.
• Greet and assist clients in a friendly and professional manner.
• Assist with client inquiries and address concerns promptly and effectively.
• Work independently as well as part of a team in a fast-paced environment.
• Update and maintain contact management system with client information.  Run reports as requested by Financial Advisors for event management and data integrity. Will also enter data into multiple other Thrivent tools.
• Organize and maintain client correspondence including maintenance of internal and external event lists, mailing lists, holiday cards and monthly calling lists.
• Maintain physical and electronic files.
• Handle remote check deposits.
• Completes other miscellaneous tasks as assigned

Position Qualifications

• Previous administrative/secretarial experience desired
• PA Life and Health Insurance license; valued but not a prerequisite
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
• Knowledge of CRM systems (Salesforce), phone systems, and office equipment
• 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 Thrivent products and services

Competencies

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility
• Strong technological proficiency

External/Internal Dependencies

• Must be able to work with all roles of the Schulenberg/Wise team as well as other advisor teams who reside in the same office space
• 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 the Schulenberg/Wise teams’ 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.

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