Customer Service Administrator (Paraplanner)

Thrivent•Rochester, MN

1d•Onsite

About The Position

Emerald Financial Group is seeking a Customer Service Administrator (Paraplanner) to support its advisory team and build relationships with its established client base. The role is designed for someone committed to client service and professional growth. The firm is an independent financial services practice of Thrivent, serving individuals and families approaching or in retirement, particularly those with at least $100,000 in investable assets. The Customer Service Administrator will work alongside advisors, learn to create financial plans, and become familiar with firm procedures and processes. The position includes 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 offers a growth track toward FINRA SIE 7/66 and Minnesota Life and Health licensing within the first year.

Requirements

Demonstrated customer service orientation or experience; two or more 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 manage multiple tasks and maintain high-quality work amid frequent interruptions.
Ability to protect the integrity of sensitive and confidential information.
Basic understanding of Thrivent Financial's products, services, and organization.
Must be comfortable participating in digital and social media, including appearing in photos and videos on the firm's website and platforms such as LinkedIn, Facebook, and Instagram.

Nice To Haves

Two or more 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.
Perform other responsibilities as assigned.
Work with all roles within Emerald Financial Group, represent the organization with external clients, cultivate relationships with outside organizations, and participate in the firm's digital and social media presence.