Client Services Administrator
Client Services Administrator
Posted on :
18-05-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Summary
Ryan VanDeLoo CFP is an independent financial services practice of Thrivent Financial. We take a broadbased approach to helping our clients achieve multiple financial goals. We help 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:
This position provides administrative support to Ryan VanDeLoo CFP of Thrivent Financial. This position serves as a resource to the Financial Advisor and client/members and supports the daily operations of the practice including but not limited to: utilizing Thrivent Financial computer systems and programs in support of client relations and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Ryan VanDeLoo CFP of Thrivent Financial.
This position will be out of Oak Creek WI. This position is a part time position (32 hours a week). Compensation for this position is commensurate with education and experience. Range $2025 per hour. Opportunities for growth available.
Benefits: Paid vacation retirement plan contributions
Job Description
Position Roles/Responsibilities/Accountabilities
- Verbal or written communications with prospective or existing customers regarding financial matters to ensure a high level of customer satisfaction
- Assist Financial Advisor in the preparation and follow up for the client/member meetings
- 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
- Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve
- Tracking of current and pending business to ensure successful task completion
- Provides backup support on tasks that do not require any type of licensing or registration for other staff members as needed
- Provides backup support on handling incoming telephone calls and responds to requests for information as needed
- Document all client interactions in Salesforce profile
Position Qualifications
- Previous administrative experience desired
- Demonstrated customer service orientation/experience (2 years preferred)
- Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel Outlook Salesforce DocuSign) 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
- Customer Focus
- Excellent communication skills verbal and written
- Ability to work independently prioritize tasks and selfdirect to meet deadlines
- Planning/Organizing
- Analytical Thinker
- Detailoriented
- Teamwork and Collaboration
- Adaptability/Flexibility
- Experience with note taking and archiving preferred
External/Internal Dependencies
- Desire to build relationships and help others
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships within the organization
As part of Ryan VanDeLoos recruiting/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
Part-Time
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
