Customer Service Administrator (Paraplanner)
About The Position
Emerald Financial Group, an independent financial services practice of Thrivent, is hiring a Customer Service Administrator (Paraplanner) to support its advisory team and valued client base. The role is designed for someone interested in serving clients and developing professionally while learning to create financial plans and mastering the firm’s procedures and processes. The team primarily serves individuals and families who are approaching or currently in retirement and have at least $100,000 in investable assets. The position focuses on preparing financial plans, conducting investment research and analysis, and coordinating client service needs with team members. It reports to and is employed by Emerald Financial Group and is an in-office position. The role provides a growth track toward obtaining FINRA SIE 7/66 and Minnesota Life and Health licensing within the first year. Candidates will undergo background verification and fingerprinting for FBI review as part of the hiring process.
Requirements
- Demonstrated customer service orientation or experience; 2+ years is preferred.
- Extremely strong organizational skills.
- Strong communication and interpersonal skills.
- Technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, PowerPoint, and Salesforce, or the ability to learn them.
- Ability to handle multiple tasks and maintain high-quality work while experiencing frequent interruptions.
- Ability to maintain the integrity of sensitive and confidential information.
- Basic understanding of the organization’s products, services, and Thrivent Financial.
- Ability to work with all roles in Emerald Financial Group and represent the organization with external clients.
- Comfort participating in digital and social media, including appearing in photos and videos.
Nice To Haves
- At least 2 years of customer service experience is preferred.
Responsibilities
- Enter client information into various systems.
- Prepare and update financial plans and presentation materials for client meetings.
- Enter information into financial planning software and prepare draft financial plans.
- Keep client information and documentation up to date to deepen existing client relationships.
- Research and respond to client inquiries.
- Finalize, submit, and track client account and application paperwork.
- Assist in generating performance reports.
- Maintain information in the Salesforce CRM system.
- Complete forms required to open and maintain accounts.
- Identify and recommend workflow improvements.
- Work with all roles within Emerald Financial Group and represent the organization in interactions with external clients.
- Cultivate and maintain relationships with outside organizations.
- Participate in the organization’s digital and social media presence, including photos and videos for its website and platforms such as LinkedIn, Facebook, and Instagram.
- Perform other responsibilities as assigned.
Benefits
- Medical insurance available.
- Dental insurance available.
- Vision insurance available.
- Employer-paid life insurance.
- Employer-paid short-term disability coverage.
- Employer-paid long-term disability coverage.
- 401(k) with company match.
- Personal time off.
- 7 paid holidays.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
