Client Service Administrator
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Job Location:
Helena, MT - USA
Monthly Salary:
$ 20 - 22
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Summary
Pinnacle Financial Advisors is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Autumn Keller of Pinnacle Financial Advisors helps our clients analyze their current situation develop in-depth financial programs and help them implement an integrated financial strategy.Thrivent Financial 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.
This position is full time in office compensating between $20-22/hr dependent upon experience. This role has an immediate growth track getting this individual fully licensed in Life and Health and Securities Registrations (SIE 7/66) to better service clients. Benefits include: Health Insurance stipend available 401K plus match Short-term and long-term Disability insurance paid holidays and PTO.
Position summary:
The Client Service Administrator (CSA) position is critical for achieving leverage of Autumn Keller the advisors time. This position supports daily operations of the practice including responding to client service requests completing post meeting work maintaining client information and other administrative tasks as assigned. The Client Service Administrator reports to Autumn Keller and is employed by Pinnacle Financial Advisors.
Job Description
Position Roles/Responsibilities/Accountabilities
Prepare correspondence reports and coordinate special projects
Oversee projects administration of various programs and processing functions as needed
Drive client facing activity in the practice by scheduling meetings with clients
Update Salesforce with client contact and preference information
Assist Lead Advisors with preparation and follow up for client meetings
Attend client meetings and take notes to ensure all follow-up tasks meeting notes and next steps are properly documented and actioned on
Research products product pricing and contacting carriers for information
Answer basic questions for clients
Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve
Set up and retrieve reports in the portfolio management system
Other responsibilities as assigned by the Lead Advisor
Position Qualifications
Securities or insurance industry experience preferred
Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint) 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 services and Thrivent Financial
Competencies
Planning/Organizing
Client Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
External/Internal Dependencies
Must be able to work with all roles of Pinnacle Financial Advisors
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 Pinnacle Financial Advisors 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 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
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Thrivent delivers solutions for banking, investments, insurance and giving that let you achieve what matters for you and your community.
