Location: Fairview,TN, USA
Summary
Organization/Business Overview:
Narrow Gate Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Narrow Gate Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.
Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. 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 client activities we support, and the resources we provide to the Christian community and nonprofit organizations.
Position summary:
The Client Service Administrator (CSA) position is critical for achieving leverage of the advisors' time. This position supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Narrow Gate Group.
This position is full time in office, compensating between $20-28.50/hr dependent upon experience.
Job Description
Position Roles/Responsibilities/Accountabilities
* Schedule and coordinate client meetings, controlling the Lead Advisor's calendar to optimize client-facing activity.
* Prepare and organize correspondence, reports, and other client-facing documents, ensuring accuracy and professionalism.
* Update and maintain client information in Salesforce, documenting client contact details and preferences.
* Assist advisors in meeting preparation and follow-up, including document review, pre-filling applications, and generating necessary forms and seeing to completion.
* Document client meetings, including actions or trades made, and maintain accurate records in physical or electronic files.
* Interact with clients to schedule meetings, coordinate mailings, and manage client communication.
* Deliver an exceptional client experience through marketing functions such as client contact schedules, birthday lists, and client appreciation gifts.
* Track and monitor applications through underwriting and handle forms for account openings and maintenance.
* Monitor Continuing Education and licensing requirements for team members.
* Generate and retrieve portfolio management system reports as needed.
* Assist with the review of emails and follow-up actions for ongoing client needs and engagement.
* Ensure compliance with internal client service models and support an efficient, client-centered experience throughout the advisory process.
* Other responsibilities as assigned by the Lead Advisor
Position Qualifications
* Previous administrative experience in a professional services firm preferred - securities or insurance experience ideal.
* 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 integrity of sensitive/confidential information
* Basic understanding of our products, services, and Thrivent Financial
Competencies
* Planning/Organizing
* Client Focus
* Communication
* Interpersonal Skills
* Teamwork and Collaboration
* Adaptability/Flexibility
External/Internal Dependencies
* Must be able to work with all roles of Narrow Gate Group
* Must be able to represent the organization in work with external clients
* Must be able to cultivate and maintain relationships with outside organizations
Compliance and Regulatory
As part of Narrow Gate Group's 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.
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.