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Customer Service Coordinator

    • Williamsport, Pennsylvania
  • Commercial



Keystone Central Associates is an independent financial services practice of Thrivent. We take a broad-based approach to helping our members achieve multiple financial goals. Keystone Central Associates helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent 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 solely 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.

This position is part time and located in the Williamsport, PA office.

Job Description

This position provides administrative support to Keystone Central Associates. This role is critical to our member experience and requires a friendly, upbeat demeanor.  The incumbent supports the daily operations of the practice, including, but not limited to answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Office Professional reports to and is employed by Keystone Central Associates.

Position Roles/Responsibilities/Accountabilities

  • Handles incoming telephone calls to Keystone Central Associates and responds to requests for information
  • Performs routine administrative duties such as maintaining office supplies and processing mail
  • Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
  • Supports projects, administration of various programs, and processing functions as needed
  • Drive client/member-facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Representatives
  • Update the contact management system with client/member contact and preference information
  • Assist Financial representatives in the preparation and follow up for the client/member meetings
  • Tracks practice expenses and oversee the practice bill paying
  • Provides backup support on tasks that do not require any type of licensing or registration for other staff members, as needed
  • Participates in the business planning process
  • Completes other miscellaneous tasks as assigned

Position Qualifications

  • Previous administrative/secretarial experience desired
  • 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 the integrity of sensitive/confidential information
  • Basic understanding of Keystone Central Associates, our products, and services, and Thrivent Financial


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

External/Internal Dependencies

  • Must be able to work with all roles of the Keystone Central Associates
  • Must be able to represent the organization in work with external clients
  • Must be able to cultivate and maintain relationships with outside organizations

As part of Keystone Central Associates' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Determine the need for future access to Wealthscape.  All persons with access to Wealthscape are deemed Access Persons and are subject to compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Customer Service Coordinator

Williamsport, Pennsylvania

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