Client Services Administrator - Washington, United States - Thrivent Financial

Description

Summary
Pacific Northwest Consultants is an independent financial services practice of Thrivent.

We take a broad-based approach to helping Thrivent members achieve multiple financial goals. Pacific Northwest Consultants helps members analyze their current situation, develop in-depth financial programs, and implement an integrated financial strategy.

Thrivent is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As the nation's largest fraternal benefit society, we're here solely to help others.

We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations.

Position summary:
This full-time position provides overall office administrative support to the Pacific Northwest Consultants.

This fast-paced position requires excellent attention to detail and organization skills, and the ability to take the client service processes to the next level of effectiveness and efficiency.

This role is critical to our member experience and requires a friendly, upbeat demeanor.

The incumbent supports the daily operations of the practice, including, but not limited to:

client communication, preparing necessary materials and reports for meetings, follow up required after client meetings, utilizing data analysis input tools, managing efficient office workflows, and other tasks as assigned.

The ideal candidate will be a driven individual who wants to be part of achieving goals and growing in the business.

Benefits are provided with this position.

Compensation for this position is between $45-55,000.

Job Description
Primary Responsibilities
Ability to foster relationships with existing and new clients/members
Managing office services by ensuring office operations and procedures are organized, effective, and efficient. Creating and implementing new systems/processes to drive effectiveness and efficiency as needed
Utilizing data analysis input tools
Answering basic questions for clients (license may be required for some)
Assist Financial advisors in the preparation and follow up for the client/member meetings
Filling out necessary forms for opening or maintaining accounts
Maintain contact with clients to provide/obtain information
Allocating tasks and assignments to team based on appropriate roles and coordinate team roles to ensure maximum efficiency
Performing review and analysis of special projects and keeping team properly informed
Determining current trends and providing reviews to team to act on as needed
Assisting in the onboarding process for new hires
Establishing a reference for the office by outlining necessary procedures
Researching products, product pricing, and contacting carriers for information
Interfacing with the broker-dealer or custodian to obtain information, account data, and convey service requests
Develop, implement, and monitor procedures, policies, or standards in client service model processes
Maintain information in the Client Relationship Management system
Other responsibilities as assigned by the lead advisors
Secondary Responsibilities
Handling incoming telephone calls to Pacific Northwest Consultants and responds to requests for information
Performing routine administrative duties such as maintaining office supplies and processing mail
Schedule Meetings

Creating and promoting additional opportunities for Pacific Northwest Consultants to meet with new and existing customer/members – strategic thinking ability is needed.

Participating in the business planning process
Position Qualifications
Demonstrated customer service orientation/experience required while working in a fast-paced office environment
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, databases – Salesforce) or ability to quickly 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
Securities licenses of SIE, 6, or 7 are preferred but not required.
Competencies
Self-starter
Organized and detail oriented
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
Analytical – with the ability to learn and understand the detail behind the business
External/Internal Dependencies
Must be compatible and able to work with all team members
Must be able to represent the organization in work with internal and external clients
Ability to cultivate and maintain relationships with outside organizations

As part of Pacific Northwest Consultant's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process.

Fingerprints will be required for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

#J-18808-Ljbffr