Description
Summary
Join the Bloom Financial Associates team at Thrivent -- a thriving, purpose-driven financial advisory team empowering women and couples through personalized financial planning and wealth management. As our Client Service Administrator, you'll play a key role in daily operations, deliver exceptional client service, and contribute directly to our mission-focused, collaborative environment.This position is located in Mendota Heights, MN (hybrid).
Job Description
What You'll Do:
- Client Experience (40%) : Communicate professionally, capture detailed meeting notes, draft clear client summaries, and proactively support client follow-ups.
- Operations & Administration (35%) : Organize client meeting preparations, maintain accurate client records in CRM (Salesforce), and assist with new account setups and forms.
- Project & Team Support (25%) : Collaborate on special projects, marketing initiatives, and event planning, primarily working with Anne Kersten while supporting Eva Stukenberg (team lead) and shared clients 25% of the time.
Who You Are:
- Organized & Proactive : Skilled at juggling multiple priorities in a dynamic environment.
- Detail-Oriented Communicator : Exceptional written and verbal communication skills.
- Service-Focused & Accountable : Reliable, proactive in follow-ups, and committed to high-quality outcomes.
Qualifications:
- Proficiency with Microsoft Outlook, Word, Excel (required)
- Experience with CRM systems (Salesforce preferred)
- Previous financial services experience preferred
- Bachelor’s degree or near completion strongly preferred; willingness to pursue further licensing (licensing support provided)
Why Join Us:
- Competitive Salary: $52,000–$60,000 annually
- Hybrid Schedule: In-office Tuesdays, Thursdays, and every other Wednesday
- Career Development: Tuition reimbursement, mentorship, licensing support
- Benefits: Generous PTO, Retirement matching, Employer Health Reimbursement Account
- Additional Perks: Volunteer day off, complimentary Thrivent membership
Ready to make an impact with a passionate, purpose-driven team? Apply today—we can't wait to meet you!
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