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Client Service Administrator at Thrivent - ApplyBlast

Client Service Administrator

Thrivent

4 months ago

3.7 on Glassdoor

Onsite

Full Time

Junior

0 applicants

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About this role

The Client Service Administrator at Endeavor Financial Group supports the daily operations of the financial advice practice by managing client requests, scheduling, and documentation. This full-time, in-office role involves preparing reports, updating client information in Salesforce, and assisting advisors with meeting preparations and follow-ups. Candidates are expected to handle sensitive client data and communicate effectively with both internal teams and external clients.

Responsibilities

Support advisors with scheduling and phone coordination
Update client information in Salesforce accurately
Prepare correspondence and post-meeting reports
Assist advisors with client meeting follow-ups
Process account applications and forms to signature

Skills

About Thrivent

thrivent.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

5001-10000 employees

Founded

1902

View Profile

Thrivent is a purpose-driven financial services company offering a broad range of products and services including financial planning, banking, investments, annuities, mutual funds, ETFs, and insurance. Their financial advisors help clients build personalized financial plans aligned with their values, goals, and communities. Thrivent also runs generosity programs that empower clients to give back and make a difference with their money.