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Thrivent · 1 day ago

Client Service Administrator

Appleton, WI

Part-time

Hybrid

New Grad, Entry Level

$17/hr - $17/hr

Thrivent is a faith-based, not-for-profit financial services organization dedicated to helping others achieve their financial goals. The Client Service Administrator role involves providing member care support, managing client communications, and assisting Financial Advisors with various administrative tasks to enhance client service delivery.

FinanceFinancial ExchangesFinancial ServicesInsurance

Responsibilities

Update CSM/CRM systems

Handles incoming and outgoing telephone calls to Apex Financial Group and responds to requests for information

Prepares routine correspondence, reports, and special projects

Supports projects, administration of various programs, and processing functions as needed

Drive client facing activity in the practice by scheduling meetings with clients on behalf of the practice’s Financial Advisors

Update the contact management system with client contact and preference information

Assist Financial Advisors in preparation and follow up of client meetings

Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed

Completes other miscellaneous tasks as assigned

Maintains advisor calendars and model weeks

Qualification

Microsoft programsProblem solvingCommunicationAdministrative experienceTeamwork

Required

Good communication

Good understanding of Microsoft programs (e.g., Microsoft Word, Excel, SharePoint, OneDrive)

Ability to maintain integrity of sensitive/confidential information

Problem solving skills

Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

Works well in a team environment

Previous administrative/secretarial experience desired

Benefits

401(k) with a 3% employer non-elective contribution

Flexibility

Potential Bonuses

Paid holidays

Paid time off

Parental leave

Paid licensing

Company

Thrivent

Glassdoor3.7

Thrivent is a financial services organization that helps Christians be wise with money and live generously.

Founded in 1902

Minneapolis, Minnesota, USA

5001-10000 employees

https://www.thrivent.com

Funding

Current Stage

Late Stage

Leadership Team

Teresa Rasmussen

President & CEO

Kelly Baker

Executive Vice President, Chief Human Resources Officer

Recent News

Star Tribune

Hennepin Arts invests in future of Minnesota’s creative economy

2026-01-23

PR Newswire

Lynn Crump-Caine Named Chair of Thrivent's Board of Directors

2026-01-22

Star Tribune

In angle to be household name, Thrivent makes Hallmark holiday movie cameo

2025-11-28

Company data provided by crunchbase