Client Service Administrator

ThriventCosta Mesa, CA
$33 - $35Onsite

About The Position

As a Client Service Administrator, you will be responsible for building and maintaining strong relationships with our clients, understanding their needs, and ensuring they receive the best possible service. Your role will be pivotal in driving customer satisfaction and business growth. The Client Service Administrator is employed by Shields-Cattau Financial Group. This is an in-office position.

Requirements

  • Previous administrative/secretarial/marketing experience desired
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
  • Strong written and verbal communication skills
  • 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 and services, and Thrivent Financial

Nice To Haves

  • Competencies Planning/Organizing Customer Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility

Responsibilities

  • Build rapport with clients in person and on the phone so that the clients feel valued
  • Oversee the client relationship management system.
  • Project manager for all Thrivent community and marketing events.
  • Ensure the office is always inviting and welcoming
  • Point person for the vendors we use for different services
  • Provide concierge level client experience in all interactions
  • Other duties as assigned

Benefits

  • medical
  • disability
  • life
  • 401K
  • PTO
  • holiday pay
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