Client Service Coordinator
Thrivent(1 month ago)
About this role
An in-office administrative associate at Five Star Financial Group (an independent practice of Thrivent Financial) providing front-desk and client support to financial advisors and clients. The role supports client communications and daily office operations, including phone handling, scheduling, and use of Thrivent systems to maintain client relationships. Employed by Sarah Hamlen, the position is based in White Sulphur Springs, MT and focuses on delivering high-quality, service-driven support.
Required Skills
- Reception
- Client Scheduling
- Phone Handling
- Mail Management
- Microsoft Office
- CRM
- Compliance
- Data Entry
- Detail Oriented
- Interpersonal Skills
Qualifications
- Life And Health License (preferred)
- FINRA Registration
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
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