Manager of Client Services

Minneapolis, MN - USA

Monthly Salary: $ 27 - 30

Posted on: 8 hours ago

Vacancies: 1 Vacancy

Job Summary

Summary

Organization/Business Overview:
Journey Financial Consultants (JFC) is an independent financial services practice of Thrivent. We consider it a privilege to help people prosper through planning protection and profit. Our growing team of experts excels at building comprehensive advice strategies and guiding clients through the journey toward financial security.

With outstanding products and forward-thinking strategies we serve as a trusted partner to generations of clients empowering them to lead lives full of meaning and generosity. Our collaborative team practice model backed by over 100 years of combined knowledge and expertise allows us to take a broad-based approach to helping clients achieve multiple financial goals from wealth accumulation to legacy planning.

Thrivent is a faith-based not-for-profit 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:
As a Manage of Client Services (Client Experience) you are responsible for owning and executing a superior and referrable client experience. Youll support clients and the Journey Financial Consultants team by handling inquiries addressing service/account needs and scheduling. Youll support operations and efficiently deliver experiences so good that clients cannot help but talk about them to others. This position can be filled by an unlicensed professional initially with the commitment to become licensed within 6 months (SIE Securities (6/63 6/63/65 or 7/66) Life/Health Insurance).

Job Description

Position Roles/Responsibilities/Accountabilities

Client experience and service
- Promote a culture of hospitality warmth and operational excellence that centers on clients.
- Serve as a key liaison for clients providing clear communication and trust.
- Ensure client expectations are met or exceeded through proactive problem-solving.
- Conduct basic account transactions for clients upon request per appropriate licensure.
- Handle escalated client issues promptly and professionally ensuring positive outcomes.
- Partner with team to ensure a smooth new client onboarding experience.
- Manage and optimize a high-quality client experience model through collaboration with team.
- Lead strategies and workflows to enhance client engagement loyalty and advocacy such as Thrivent Fraternal benefits (Action Teams Thrivent Choice Dollars) and other member benefits.

Operational Management
- Create and update client service model using (Salesforce) database.
- Oversee tracking of client experience model execution refining as needed.
- Share ownership of process and service improvements to gain efficiency/effectiveness.
- Create and deliver reports that measure client experience.
- Create and manage regular client database reporting.
- Manage office expense tracking and related processes.
- Learn and follow all compliance requirements.

Communications and Marketing
- Collaborate to plan host and fully execute events that provide clients an excellent experience.
- Execute pre and post event tasks and be the point of contact during events.
- Lead other Client Experience strategy and projects.
- Track marketing and events to measure efficacy.
- Support product and marketing specific tasks as needed.
- Prepare correspondence reports and special projects as needed.
- Collaborate on Marketing/Social Media efforts to grow practice brand awareness.
Personal Growth
- Create structured time for professional development at least quarterly to increase your expertise in your role.
- Seek out topics classes books resources groups and other individuals to stimulate and grow continually.
- Communicate thoughts related to strengths and growth areas with your supervisor regularly.

This position will consistently follow high standards of business and professional ethics legal and regulatory requirements and company policies when dealing with others and/or performing work activities. This is a licensed role with a licensing bonus of $2000 upon completion of Securities exams (6/63 6/63/65 or 7/66) and State Life/Health licensing. If currently licensed we will award a $1000 signing bonus for securities licensure and/or $1000 signing bonus for insurance licensure.

Employment by the founding advisors of the JFC team
This is a full-time salaried position with benefits such as Life LT Disability and paid leave
Compensation $27-30/hr based upon experience & valid licensure

Position Qualifications

Previous customer service experience (1 year)
Securities/insurance industry experience preferred (1 year)
Possess or obtain securities registrations (series 6/63 or 7/66 or 6/63/65) and insurance licensed/appointment in all states in which they are performing activities requiring licensing and registration
Basic understanding of our products services and Thrivent
Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint)
Experience with Salesforce or CRM system
Ability to handle multiple tasks and maintain a high quality of work and attitude while experiencing frequent interruptions
Integrity and ability to maintain sensitive/confidential information

Competencies

Client centric mindset
Relationship building
Communication skills
Emotional Intelligence
Process management
Project management
Attention to detail
Teamwork and Collaboration
Adaptability/Flexibility

External/Internal Dependencies

Be helpful and reliable team member
Appreciation of team model and team members
Desire for deeper understanding of financial services and understanding of products and services

As part of the recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting addition fingerprints will be taken for submission to the Federal Bureau of Investigation to review

against nationwide fingerprint records.

All persons with securities registrations are subject to TIMIs Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Required Experience:

Manager

SummaryOrganization/Business Overview:Journey Financial Consultants (JFC) is an independent financial services practice of Thrivent. We consider it a privilege to help people prosper through planning protection and profit. Our growing team of experts excels at building comprehensive advice strategie...