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Office Manager/Client Services Specialist

Thrivent Financial Olympia, WA
  • Posted: September 11, 2019
  • Full-Time

Summary

Organization/Business Overview Two independent Financial Professionals of Thrivent Financial are looking to grow their practices with an Office Manager/Client Services Specialist. Thrivent takes a broad-based approach to helping our client members achieve multiple financial goals. Our Financial Professionals help our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Job Description

Position Summary

This full-time position provides overall office administrative support to the practice and serves as a resource to the Financial Professionals and client/members in handling, researching and communicating inquiries regarding their accounts. This fast-paced position requires excellent attention to detail, organization skills and initiative. The ideal candidate will be a driven individual who wants to be part of achieving goals and growing in the business.

Position Roles/Responsibilities/Accountabilities
+ Guide clients through our financial planning process, including scheduling all appointments, gathering client information, inputting information into financial planning software, preparing presentation materials, and communicating status with the client
+ You will be the first point of contact for members/clients in-person and on the phone
+ Setup of investment accounts/insurance contracts and ongoing client service
+ Assist with preparation of investment proposals or insurance illustrations as directed by Financial Professionals
+ Prepare and execute paperwork for financial planning, investment accounts, and insurance contracts, including transfers of existing accounts; provide daily tracking or project status by communicating with the home office and other third parties, and keep the client informed of the progress on their accounts
+ Populate and maintain accurate client data in CRM software and other data systems; develop and prepare reports to ensure adherence to a robust client service model
+ Research inquiries regarding client accounts and perform account actions that do not require approval of the Financial Professional (processing deposits and withdrawals, providing account balances, executing investment trades, making beneficiary changes, etc.)
+ Develop, implement and monitor procedures, policies or standards in client service model processes
+ Conduct substantive research or information gathering that will be used with making securities product recommendations or providing investment advice
+ Collaborate with the home office to maintain and follow up on pending business and requirements, etc. to keep the business moving forward
+ Handle and properly document sensitive communications with client/members, and respond in an effective and timely manner to ensure customer satisfaction
+ Coordinate support of client events, workshops, seminars, and Action Team volunteer opportunities

Position Qualifications
+ The ideal candidate has excellent communication skills as you will be communicating with members and prospects
+ Extremely strong organizational skills and attention to detail
+ Basic understanding of investment and insurance products
+ Strong experience in customer-facing and client-service roles
+ Series 7 and 66 securities licenses preferred, or willingness to obtain within 90 days
+ Life and Health insurance license preferred, or willingness to obtain within 30 days
+ Previous financial industry experience strongly preferred
+ Excellent computer and technology skills with strong knowledge of Microsoft Excel, Office and web-based applications, and the ability to learn new applications quickly and independently
+ Experience with industry-specific computer applications (SalesForce, Morningstar, Wealthscape, MoneyGuide Pro) is a plus
+ Ability to maintain integrity of sensitive/confidential information

Traits we Value
+ You have a strong work ethic; prompt, dependable - professional and personal integrity
+ You embrace and incorporate exemplary customer service to the client
+ You are aligned by Thrivent's unique mission
+ You desire a long-term career filled with excellence and job satisfaction

As part of the recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints are required as part of the FINRA registration process and for submission to the Federal Bureau of Investigation for review. Thrivent Financial 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 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. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.

Thrivent is a membership-owned diversified financial services organization that serves Christians and their families. As a mission-driven, Fortune 500 organization, it helps guide its more than 2 million members and customers to be wise with money so they can live more content, confident and generous lives. Thrivent and it's subsidiary and affiliate companies offer insurance, investments, banking and advice over the phone and online, as well as through financial professionals and independent agents nationwide. For more than a century, it has helped members make financial choices that reflect their values while providing them opportunities to make a difference by being generous with their time, talent and treasure.

Thrivent fosters a diverse workforce to serve our diverse membership, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.

Your hiring rights

Thrivent Financial

Address

Olympia, WA
98507 USA

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