Client Service Administrator

Thrivent

part-time

Posted on: 3/3/2026

Location Type: Remote

✨ AI Apply

💰 $18 - $20 per hour

About the role

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

Securities or insurance industry experience preferred
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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

portfolio managementreport preparationclient account managementdata entryproduct researchapplication processingmeeting documentationSalesforce

Soft Skills

organizational skillscommunication skillsmultitaskingattention to detailintegrityclient service