Client Service Administrator

Summary

Fusion Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Fusion Financial Group helps 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 is responsible for coordinating overall event logistics for the practice and managing client communication and touch points for all events. The Client Service Administrator reports to and is employed by Fusion Financial Group.

This position is 40 hours a week, schedule to be set at time of offer. Compensation is $22/hr. Benefits include: 401K with match and PTO.

Job Description

Position Roles/Responsibilities/Accountabilities

• Plan and coordinate practice led events
• Execute events (practice led, Thrivent Member Network events, etc.)
• Attend all client events greeting clients as they arrive
• Track RSVPs prior and manage all event follow up
• Client outreach for events over phone, email, text, etc.
• Manage Salesforce event campaigns
• Update Client Relationship Management systems as needed
• Support the lead advisors with variety of functions and tasks

Position Qualifications

• Previous experience in customer service or event management role  
• Strong communication and interpersonal skills
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
• 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 Fusion Financial Group
• 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 Fusion Financial 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.