Client Service Administrator
Client Service Administrator
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Salary Not Disclosed
1 Vacancy
Job Description
Summary
CrossRoads Consultants is an independent financial services practice of Thrivent Financial. We take a broadbased approach to helping our clients achieve multiple financial goals. CrossRoads Consultants helps our clients analyze their current situation develop indepth financial programs and help them implement an integrated financial strategy.Thrivent Financial is a faithbased notforprofit financial services organization with approximately 2.6 million clients. As the nations largest fraternal benefit society were here solely to help others. We help every day through the financial solutions we offer the client activities we support and the resources we provide to the Christian community and nonprofit organizations.
Position summary:
The Client Service Administrator (CSA) position is critical for achieving leverage of the advisors time. This position supports daily operations of the practice including providing support responding to client service requests completing post meeting work maintaining client information and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by CrossRoads Consultants.
This position is 3540 hours a week. Compensation is $22/hr. Benefits include: stipend negotiation for benefits available and 23 weeks PTO.
This position has an immediate growth track to obtain FINRA SIE/7/66 licensing and IL Life and Health insurance licensing in the first 6 months to a year.
Job Description
Position Roles/Responsibilities/Accountabilities
- Handles incoming telephone calls and responds to requests for information
- Performs routine administrative duties such as maintaining office supplies and processing mail
- Prepares or coordinates the preparation of routine correspondence reports and special projects typically of a routine nature
- Supports projects administration of various programs and processing functions as needed
- Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practices Financial Advisors
- Update the contact management system with client/member contact and preference information
- Assist Financial Advisors in the preparation and follow up for the client/member meetings
- Tracks practice expenses and oversees the practice bill paying
- Provides backup support on tasks that do not require any type of licensing or registration for other staff members as needed
- Participates in the business planning process
- Completes other miscellaneous tasks as assigned
Position Qualifications
- Previous administrative/secretarial experience desired
- 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 and services and Thrivent Financial
Competencies
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the team
- 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 ofCrossRoads Consultantsrecruiting/hiring/contracting process a verification of a candidates 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 firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
