Client Service Administrator

Summary

Job Description

Position Roles/Responsibilities/Accountabilities

• Build rapport with clients in person and on the phone so that the clients feel valued
• Oversee the client relationship management system.
• Project manager for all Thrivent community and marketing events.
• Ensure the office is always inviting and welcoming
• Point person for the vendors we use for different services
• Provide concierge level client experience in all interactions
• Other duties as assigned

Position Qualifications

• Previous administrative/secretarial/marketing experience desired
• Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint) or ability to learn
• Strong written and verbal communication skills
• 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

• 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 practice
• 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 Shields Cattau Financial Groups 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.