Client Relationship Specialist- Advisor Practice Solutions
Client Relationship Specialist- Advisor Practice Solutions
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$ 65765 - 88976
1 Vacancy
Job Description
The Client Relationship Specialist role is centered on ensuring the successful execution and continuous improvement of the client assignment process across the Advisor Ecosystem. This includes maintaining high service standards actively collecting and acting on feedback and implementing necessary enhancements. It requires expertise in reporting and dashboarding to identify and address performance outliers driving consistent improvements. Additionally the position provides operational support as a subject matter expert handles client and advisor escalations and ensures compliance with regulatory and communication requirements.
DUTIES & RESPONSIBILITIES:
Client Experience Process Ownership & Review 30%
Monitor client service experience standards report regularly to Client Relationship Consultant and enact improvements collect feedback.
Maintain uptodate business process documentation
Develop resources to support training communication and change management
Measurement Analysis & Insights Reporting Improvement 25%
Salesforce Reporting & Dashboarding
Identify outliers improve performance
Enact direction from Client Relationship Consultant on improvements to client experience measured through NPS
Operational Support 25%
Serve as a business subject matter expert on client assignment processes.
Work directly with advisors and/or clients as needed
Troubleshoot with users as to why reassignments are not going through
Client & Advisor Escalations 10%
Research options for resolution
Create a summary of facts and timeline of events
Submit recommendations for decisioning
Compliance & Communications Management 10%
Ensure various requirements have been met for clientinitiated changes specialized state requirements regulatory requirements
Ensure client communications and advisor notifications are current and relevant
Models Thrivents leadership competencies Model the Way Rally the Team and Deliver Outcomes.
Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement exceptional employee engagement and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose promise and values ensuring that Thrivents trust and reputation remain strong with its clients.
Clients Financial Advisors Field Leaders Teaming and Succession consultants Business Intelligence team Field Training Practice Efficiency Solutions Team communications/marketing team.
QUALIFICATIONS & SKILLS:
Required:
Bachelors degree in business communications or related areas or equivalency in related acquired training and experience.
3 years of experience with project or process management complex multitasking activities or similar experience.
Financial services industry experience is a plus
Lean & continuous improvement skills/certification a plus
Customer service and demonstrated ability to navigate escalated situations
Demonstrated project management skills success in managing prioritizing and organizing multiple projects at once
Excellent communication skills oral written presentation and interpersonal
Proven ability to think proactively to anticipate needs and prepare accordingly
Demonstrated sound decisionmaking skills and serviceminded attitude
Strong execution skills with excellent attention to detail and strong follow through
Proven ability to maintain the highest ethical and professional standards
Experience with Microsoft Office Suite; ability to learn other software (Salesforce etc.)
History of providing highquality work and gaining trust of colleagues
Preferred:
Experience with Salesforce
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race religion color sex gender identity sexual orientation pregnancy national origin age disability marital status citizenship status military or veteran status genetic information or any other status protected by applicable local state or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation please let us know by sending an email toor calland request Human Resources.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
