Client Service Administrator

About the role

Flint Hills Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals, helping them analyze their current situation, develop in-depth financial programs, and 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 nation's largest fraternal benefit society, we're here solely to help others through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.

The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor’s 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 CSA reports to and is employed by Flint Hills Group.

Responsibilities

• 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
• Research products, product pricing, and contact 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
• Complete other miscellaneous tasks as assigned by the Lead Advisor

Qualifications

• Previous financial services 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 Flint Hills Group, our products and services, and Thrivent Financial
• Must be able to work with all roles of the Flint Hills Group
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

Skills

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

Pay

Compensation is $18–20 per hour.

Schedule

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