Client Service Administrator

Thrivent•Napoleon, OH

4d•$50,000 - $70,000•Onsite

About The Position

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 assigned. The Client Service Administrator reports to and is employed by Endeavor Financial Group. This full-time role is fully in-office out of Napoleon, Ohio.

Requirements

Securities or insurance industry experience preferred, but not required
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
Planning/Organizing
Comfortability with Front-Facing roles
Client Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
Must be able to work with all roles of the Endeavor Financial Group
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 Endeavor Financial Group 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.

Responsibilities

Provide excellent customer service while assisting with client operations
Support advisors within the office with phone calls and scheduling
Prepare correspondence, post-meeting 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
Relief support for front desk operations
Other responsibilities as assigned