Client Service Administrator

Responsibilities

• Answering client questions regarding insurance and financial accounts
• Aiding advisors with meeting preparation
• Assisting with forms and transactions for financial accounts
• Supporting projects and the administration of various programs
• Contacting clients for service-related matters
• Performing other administrative tasks as assigned

Requirements

• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
• Demonstrated customer service orientation/experience, 2+ years preferred
• Basic understanding of Dakota Valley Associates, our products and services, and Thrivent Financial

Qualifications

• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
• Demonstrated customer service orientation/experience, 2+ years preferred
• Basic understanding of Dakota Valley Associates, our products and services, and Thrivent Financial

Skills

• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
• Excellent communication and interpersonal skills
• Demonstrated customer service orientation/experience
• Basic understanding of Dakota Valley Associates, our products and services, and Thrivent Financial

Benefits

• Immediate growth track to obtain FINRA SIE 7/66 as well as MN Life and Health licensing within the first year
• Full-time role, fully in-office out of Eagan, MN
• Hours: Monday-Friday; 8:30am – 5:00pm

Pay

• $20–25/hr, dependent upon experience

Schedule

• Full-time role, fully in-office out of Eagan, MN
• Hours: Monday-Friday; 8:30am – 5:00pm