Thrivent

Client Relationship Manager

Thrivent

full-time

Posted on:

Location Type: Office

Location: Geneva • Illinois • 🇺🇸 United States

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Salary

💰 $60,000 - $75,000 per year

Job Level

Mid-LevelSenior

About the role

  • Oversee the planning department including all team members, procedures and processes for Sage Path Financial Consultants
  • Manage email review and follow-up as necessary
  • Update CRM (Salesforce) with client information and managing tasking updates in the system
  • Monitor applications throughout underwriting process
  • Interact with clients to ensure a smooth and consistent experience
  • Collaborate with financial associates to assist customer/member to purchase, sell, hold or exchange securities products
  • Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s FA
  • Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice
  • Prepare and update financial plans and presentation material for client meetings
  • Finalize, submit, and track all client account and application paperwork

Requirements

  • Previous administrative/secretarial experience desired
  • 3+ years industry experience required
  • Certified Financial Planner or Chartered Financial Analyst designation; valued but not a prerequisite
  • Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required
  • Bachelor’s degree in Financial Planning, Finance, Accounting or Economics preferred
  • Extremely strong organizational skills
  • Strong communication and interpersonal skills
  • Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) 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
Benefits
  • Health Insurance options (employee only)
  • Simple IRA w/ 3% match
  • PTO
  • Holiday Pay

Applicant Tracking System Keywords

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

Hard skills
financial planninginvestment advicesecurities product recommendationsadministrative experiencetask managementresearchclient account managementapplication tracking
Soft skills
organizational skillscommunication skillsinterpersonal skillsability to multitaskintegrityattention to detail
Certifications
Certified Financial PlannerChartered Financial AnalystSecurities registration (6/63, 7/66, 7/63 & 65)Life insurance registrationHealth insurance registrationAnnuity registration