Client Service Coordinator - White Sulphur Springs - Thrivent Financial

    Thrivent Financial
    Thrivent Financial White Sulphur Springs

    4 days ago

    $45,000 - $75,000 (USD) per year *
    Description

    Job Title:

    Client Service Coordinator


    Responsibilities:

    • Greet and welcome clients, making them comfortable while they wait for their advisor.
    • Schedule meetings with clients on behalf of Financial Advisors.
    • Receive, sort and distribute daily mail/deliveries.
    • Update client documentation requirements, including compliance-related forms and notes regarding life changes.

    Clerical Receptionist Duties:




    • Maintain office supplies inventory.

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    * This salary range is an estimation made by beBee
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