Client Experience Coordinator

Thrivent Financial for Lutherans • Ann Arbor, MI

37d • $50,000 - $55,000 • Onsite

About The Position

COR Financial Group, a growing multi-state financial services practice with Thrivent is looking for a full-time Client Experience Coordinator to work in our Ann Arbor, MI office. Are you a person of high integrity, strong capability, and have a genuine passion to care for others? If so, we would be excited to discuss how COR Financial Group nurtures those with a heart for service and a passion for helping others. This is an incredible opportunity for the right person to become a vital member of our team while having opportunity to grow professionally and financially. Position Summary: This position provides administrative support to our Lead Advisors. This role is critical to our member experience and requires a friendly, upbeat demeanor. The role supports daily operations of the practice, including, but not limited to answering the phones, meeting/greeting members, assisting in coordination of client events for the Ann Arbor, MI office, utilizing proprietary software in support of client relations, and other administrative tasks as assigned. If you would like to work with a team that values our deep customer relationships and proactive concierge customer service, then this role is a great fit for you.

Requirements

• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, SharePoint, Salesforce) 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

Responsibilities

• Answer all incoming calls for the practice on the first ring and disperse them and any messages appropriately
• Hospitality lead for the Ann Arbor office; including meeting and greeting clients
• Attend and assist in coordination of all local client events
• Physical site manager of the office
• Decorate the office for the holidays
• Manage the cleaning service
• Oversee the snow removal vendor to ensure safety of clients during the winter
• Assist in coordinating team events & birthday celebrations
• Assist in scheduling meetings with clients on behalf of the practice's Advisors
• Interface with contacts to coordinate mailings, gifts and other communications
• Perform routine administrative duties such as maintaining office supplies, processing mail, filing and disclosure delivery
• Update contact management system with client contact and preference information
• Assist in preparing file folders for client meetings
• Support Administration Department in obtaining any needs for new business
• Provide back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
• Keep sales team on track and assist with meeting support
• Additional responsibilities may be assigned in accordance with business needs

Benefits

• 401k (with match) available after 6 months
• Paid Time Off
• Holiday Pay
• Medical Benefits (Medical, Dental, Vision, Term Life, Disability, Health Savings Account)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees