Client Service Administrator - Join Thrivent's Apex Financial Group in Appleton, WI

Are you passionate about faith-driven financial services and exceptional client care? Thrivent, a leading faith-based, not-for-profit financial services organization, is seeking a dedicated Client Service Administrator to join our dynamic Apex Financial Group team in Appleton, Wisconsin. This part-time role (20-25 hours per week) offers flexibility with in-person or remote work options for residents in the Fox Valley area.

Why Join Thrivent?

Thrivent is more than a financial services provider—it's a mission-driven Fortune 500 company and the nation's largest fraternal benefit society, serving approximately 2.6 million members. Our purpose is simple: to help people achieve their financial goals while living out their faith. As part of Thrivent's independent financial practices, Apex Financial Group embodies this vision.

Founded in 2008 as Thrivent’s West Shore Team in Manitowoc, WI, and rebranded in 2019, Apex Financial Group unites talented Financial Advisors committed to serving clients and communities. With branches across multiple cities, our growing team includes specialized groups like the Member Care Team, Wealth Management Team, Marketing and Events Team, and Business Support Team. Joining us means contributing to a collaborative, values-led environment where your work directly impacts members' financial futures.

At Thrivent, you'll enjoy a supportive culture that prioritizes work-life balance, professional growth, and community impact. Whether you're scheduling client meetings, managing CRM systems, or providing backup support, your role will be integral to our success in delivering holistic financial planning rooted in faith and service.

Role Description

The Client Service Administrator provides essential member care support to Apex Financial Group. This position is perfect for detail-oriented professionals who thrive in fast-paced financial services environments. You'll handle administrative tasks, client interactions, and operational support to ensure seamless service delivery. This part-time opportunity (20-25 hours/week) allows Fox Valley residents to work in-office in Appleton or remotely, offering the flexibility to balance professional and personal commitments.

Detailed Responsibilities

Your day-to-day duties will include, but are not limited to:

• Updating CSM/CRM systems with accurate client data, contact preferences, and interaction history to maintain a robust client database.
• Handling incoming and outgoing telephone calls to Apex Financial Group, responding promptly to member inquiries and requests for information.
• Preparing routine correspondence, reports, and special projects to support team initiatives and compliance needs.
• Supporting projects, administration of various programs, and processing functions as required by the practice.
• Driving client-facing activity by scheduling meetings with clients on behalf of Financial Advisors, ensuring high engagement and retention.
• Assisting Financial Advisors in the preparation and follow-up of client meetings, including gathering documents and summarizing outcomes.
• Providing backup support for non-licensed tasks to other staff members, enhancing team efficiency during peak periods.
• Maintaining confidentiality and adhering to Thrivent's compliance standards in all client interactions.

This role plays a pivotal part in fostering long-term client relationships and operational excellence within our faith-based financial practice.

Required Skills

To excel as a Client Service Administrator at Thrivent, you should possess:

• Exceptional communication skills for phone and written interactions.
• Proficiency in CRM software (e.g., Salesforce or similar systems).
• Strong organizational abilities to manage scheduling and multiple priorities.
• Attention to detail for accurate data entry and reporting.
• Customer service excellence with a client-first mindset.
• Basic Microsoft Office proficiency (Word, Excel, Outlook).
• Time management skills for part-time efficiency.
• Problem-solving aptitude to handle inquiries independently.
• Alignment with Thrivent's faith-based values and mission.
• Familiarity with financial services terminology is a plus.

Education & Experience

Minimum Requirements:

• High school diploma or equivalent; associate's degree in business administration, finance, or related field preferred.
• 1-2 years of administrative or customer service experience, ideally in financial services.
• Must reside in the Fox Valley area (Appleton, WI region).
• Availability for 20-25 hours per week, with flexible scheduling.

Prior experience in a fraternal organization or not-for-profit setting is highly valued. No financial licensing required for this role.

Compensation Overview

Competitive part-time pay based on experience, plus performance incentives. Full-time equivalent annual salary range reflects market rates for Appleton, WI.

Benefits

As a Thrivent team member, enjoy:

• Comprehensive health, dental, and vision insurance (pro-rated for part-time).
• 401(k) with employer match.
• Paid time off and holidays.
• Professional development opportunities and tuition reimbursement.
• Faith-based wellness programs and community volunteer time.
• Flexible work arrangements for Fox Valley residents.

Apply today to become part of Thrivent's mission-driven team at Apex Financial Group. We celebrate diversity and are an equal opportunity employer.