Client Service Coordinator

Brenham, TX - USA

Monthly Salary: $ 18 - 22

Posted on: 8 hours ago

Vacancies: 1 Vacancy

Job Summary

Summary

Five Star Financial Group an independent practice of Thrivent Financial.
Were looking for a licensed service-driven professional to provide administrative support to our financial advisors and clients. This role involves managing client inquiries supporting daily operations and ensuring smooth communication across the practice. Responsibilities include answering phones greeting clients handling mail and email ordering supplies and using Thrivent systems to support client relations and financial tasks.
Youll play a key role in both client and team support requiring strong multitasking attention to detail and a commitment to exceptional service. This position is employed by Barney Loesch of Five Star Financial Group.

This position is fully in office out of Brenham TX
Hours: 8a - 5p; Monday - Thursday with flexibility on Friday
Compensation: $18-22/hr. depending upon experience
Benefits: Medical Dental Vision. Simple IRA - 3% match

Life and Health license preferred; candidates should be prepared to obtain licensure within the first 90 days.

Job Description

Position Roles/Responsibilities/Accountabilities

Greet and welcome clients as soon as they arrive at the office and make them comfortable while they wait for their advisor.
Handle incoming telephone calls. Answer basic questions for clients or field calls to appropriate colleagues.
Drive client facing activity in the practice by scheduling meetings with clients on behalf of the Financial Advisors.
Receive sort and distribute daily mail/deliveries.
Update certain client documentation requirements including compliance-related forms and notes regarding client life changes
Order of office supplies and keep inventory of stock updated
Execute the Client Service Model (CSM) through appointment scheduling.
Perform other clerical receptionist duties such as scanning photocopying and faxing
Maintain required compliance brochures and forms

Position Qualifications

Proven work experience as a receptionist front office representative or similar role
Proficiency in Microsoft Office Suite and technology in general
Knowledge of CRM systems (Salesforce) phone systems and office equipment
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Professional attitude appearance and dress code
Basic understanding of Five Star Financial Group 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 Five Star Financial Group.
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 of Five Star Financial Groups recruiting/hiring/contracting process a verification of a candidates background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for 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:

SummaryFive Star Financial Group an independent practice of Thrivent Financial. Were looking for a licensed service-driven professional to provide administrative support to our financial advisors and clients. This role involves managing client inquiries supporting daily operations and ensuring smoo...

Summary

Job Description

Position Roles/Responsibilities/Accountabilities

Greet and welcome clients as soon as they arrive at the office and make them comfortable while they wait for their advisor.
Handle incoming telephone calls. Answer basic questions for clients or field calls to appropriate colleagues.
Drive client facing activity in the practice by scheduling meetings with clients on behalf of the Financial Advisors.
Receive sort and distribute daily mail/deliveries.
Update certain client documentation requirements including compliance-related forms and notes regarding client life changes
Order of office supplies and keep inventory of stock updated
Execute the Client Service Model (CSM) through appointment scheduling.
Perform other clerical receptionist duties such as scanning photocopying and faxing
Maintain required compliance brochures and forms

Position Qualifications

Proven work experience as a receptionist front office representative or similar role
Proficiency in Microsoft Office Suite and technology in general
Knowledge of CRM systems (Salesforce) phone systems and office equipment
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Professional attitude appearance and dress code
Basic understanding of Five Star Financial Group our products and services and Thrivent Financial

Competencies