Thrivent · 14 hours ago
Client Service Administrator
Helena, MT
Full-time
Onsite
New Grad, Entry Level
$20/hr - $22/hrThrivent is a faith-based, not-for-profit financial services organization dedicated to helping clients achieve their financial goals. The Client Service Administrator will support daily operations by managing client service requests, maintaining client information, and assisting Lead Advisors with meeting preparations.
FinanceFinancial ExchangesFinancial ServicesInsurance
Responsibilities
Prepare correspondence, reports, and coordinate special projects
Oversee projects, administration of various programs, and processing functions as needed
Drive client facing activity in the practice by scheduling meetings with clients
Update Salesforce with client contact and preference information
Assist Lead Advisors with preparation and follow up for client meetings
Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on
Research products, product pricing and contacting carriers for information
Answer basic questions for clients
Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve
Set up and retrieve reports in the portfolio management system
Other responsibilities as assigned by the Lead Advisor
Qualification
Required
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
Preferred
Securities or insurance industry experience
Benefits
Health Insurance stipend available
401K plus match
Short-term and long-term Disability insurance
Paid holidays
PTO
Company
Thrivent
Thrivent is a financial services organization that helps Christians be wise with money and live generously.
Founded in 1902
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Teresa Rasmussen
President & CEO
Kelly Baker
Executive Vice President, Chief Human Resources Officer
Recent News
2026-01-23
2026-01-22
2025-11-28
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