Licensed Client Service Coordinator

Thrivent•Brenham, TX

1d•$18 - $22•Onsite

About The Position

Five Star Financial Group – an independent practice of Thrivent Financial. We’re looking for a licensed, service-driven professional to provide administrative support to our financial advisors and clients. This role involves managing client inquiries, supporting daily operations, and ensuring smooth communication across the practice. Responsibilities include answering phones, greeting clients, handling mail and email, ordering supplies, and using Thrivent systems to support client relations and financial tasks. You’ll play a key role in both client and team support, requiring strong multitasking, attention to detail, and a commitment to exceptional service. This position is employed by Barney Loesch of Five Star Financial Group. This position is fully in office out of Brenham, TX Hours: 8a - 5p; Monday - Thursday with flexibility on Friday Compensation: $18-22/hr. depending upon experience Benefits: Medical, Dental, Vision. Simple IRA - 3% match Life and Health license preferred; candidates should be prepared to obtain licensure within the first 90 days.

Requirements

Proven work experience as a receptionist, front office representative, or similar role
Life/Health Licensing or willing to obtain (within first 90 days)
Proficiency in Microsoft Office Suite and technology in general
Knowledge of CRM systems (Salesforce), phone systems, and office equipment
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Professional attitude, appearance and dress code
Basic understanding of Five Star Financial Group, our products and services, and Thrivent Financial

Responsibilities

Greet and welcome clients as soon as they arrive at the office and make them comfortable while they wait for their advisor.
Handle incoming telephone calls. Answer basic questions for clients or field calls to appropriate colleagues.
Drive client facing activity in the practice by scheduling meetings with clients on behalf of the Financial Advisors.
Receive, sort, and distribute daily mail/deliveries.
Update certain client documentation requirements, including compliance-related forms and notes regarding client life changes
Order of office supplies and keep inventory of stock updated
Execute the Client Service Model (CSM) through appointment scheduling.
Perform other clerical receptionist duties such as scanning, photocopying, and faxing
Maintain required compliance brochures and forms