Client Service Administrator
Client Service Administrator
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$ 52000 - 60000
1 Vacancy
Job Description
Summary
Join the Bloom Financial Associates team at Thrivent a thriving purposedriven financial advisory team empowering women and couples through personalized financial planning and wealth management. As our Client Service Administrator youll play a key role in daily operations deliver exceptional client service and contribute directly to our missionfocused collaborative environment.This position is located in Mendota Heights MN (hybrid).
Job Description
What Youll Do:
- Client Experience 40: Communicate professionally capture detailed meeting notes draft clear client summaries and proactively support client followups.
- Operations & Administration 35: Organize client meeting preparations maintain accurate client records in CRM (Salesforce) and assist with new account setups and forms.
- Project & Team Support 25: Collaborate on special projects marketing initiatives and event planning primarily working with Anne Kersten while supporting Eva Stukenberg (team lead) and shared clients 25 of the time.
Who You Are:
- Organized & Proactive: Skilled at juggling multiple priorities in a dynamic environment.
- DetailOriented Communicator: Exceptional written and verbal communication skills.
- ServiceFocused & Accountable: Reliable proactive in followups and committed to highquality outcomes.
Qualifications:
- Proficiency with Microsoft Outlook Word Excel (required)
- Experience with CRM systems (Salesforce preferred)
- Previous financial services experience preferred
- Bachelors degree or near completion strongly preferred; willingness to pursue further licensing (licensing support provided)
Why Join Us:
- Competitive Salary: $52000$60000 annually
- Hybrid Schedule: Inoffice Tuesdays Thursdays and every other Wednesday
- Career Development: Tuition reimbursement mentorship licensing support
- Benefits: Generous PTO Retirement matching Employer Health Reimbursement Account
- Additional Perks: Volunteer day off complimentary Thrivent membership
Ready to make an impact with a passionate purposedriven team Apply todaywe cant wait to meet you!
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
