Thrivent

Associate Field Practice Support Specialist

Thrivent

full-time

Posted on:

Location Type: Remote

Location: Wisconsin • United States

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Salary

💰 $19 - $26 per hour

About the role

  • Efficiently work across 15+ systems to create, compile, and organize documents for appointment preparation
  • Drive engagement by scheduling client meetings on behalf of FAs, ensuring timely and professional coordination
  • Handle incoming calls from members, providing exceptional service and addressing inquiries with accuracy and care
  • Complete a set list of administrative and operational tasks with efficiency, attention to detail, and consistency
  • Prepare polished, client-facing marketing materials that align with brand standards and enhance client engagement
  • Maintain and update client information and preferences in database management systems, ensuring data integrity and accuracy
  • Contact clients to gather information, schedule appointments, and provide timely reminders, enhancing client experience
  • Assist Financial Advisors with meeting preparation and follow-up, helping to streamline processes and improve client service
  • Take on additional well-defined tasks as needed to support the team and maintain operational efficiency

Requirements

  • 2+ years of customer service or phone-based support experience
  • Excellent proficiency with typing and the ability to navigate multiple systems quickly and efficiently
  • Polished phone demeanor with excellent tone, etiquette, and interpersonal skills
  • Strong written and verbal communication with high attention to detail
  • Maintains the highest level of integrity when handling sensitive and confidential information
  • Passion for serving others, with the ability to establish rapport, foster loyalty, and build strong relationships with both internal and external customers
  • Thrives in a dynamic, fast-paced environment and demonstrates flexibility in shifting priorities
  • Skilled at working with diverse teams across the enterprise, fostering strong partnerships and teamwork
Benefits
  • various bonuses (including, for example, annual or long-term incentives)
  • medical, dental, and vision insurance
  • health savings account
  • flexible spending account
  • 401k
  • pension
  • life and accidental death and dismemberment insurance
  • disability insurance
  • supplemental protection insurance
  • 20 days of Paid Time Off each year
  • Sick and Safe Time
  • 10 paid company holidays
  • Volunteer Time Off
  • paid parental leave
  • EAP
  • well-being benefits
  • other employee benefits
Applicant Tracking System Keywords

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

Hard Skills & Tools
database managementdocument organizationappointment schedulingadministrative tasksmarketing materials preparationdata integrityclient information managementcustomer servicephone-based supporttyping proficiency
Soft Skills
attention to detailinterpersonal skillswritten communicationverbal communicationintegrityrelationship buildingteamworkflexibilitycustomer rapportprofessionalism