Client Service Administrator

Join Thrivent and Pinnacle Financial Advisors in Helena, Montana as a Client Service Administrator. This full-time, in-office role offers a unique opportunity to support faith-based financial planning while advancing your career in the financial services industry.

Why Join Thrivent

Thrivent Financial stands as a beacon of purpose-driven financial services, serving approximately 2.6 million clients as the nation's largest fraternal benefit society. As a faith-based, not-for-profit organization, we're committed to helping others through comprehensive financial solutions, community activities, and resources for the Christian community and nonprofits. At Pinnacle Financial Advisors, an independent practice of Thrivent, we take a holistic approach to client success. Led by Autumn Keller, our team helps clients analyze their financial situations, craft in-depth programs, and implement integrated strategies for long-term prosperity.

Working as a Client Service Administrator in Helena, Montana, means more than a job—it's a mission. You'll leverage your organizational skills to maximize advisor efficiency, directly impacting client outcomes. With an immediate growth track including full licensing in Life & Health and Securities (SIE, 7/66), this role propels your professional development in a supportive, values-aligned environment. Thrivent's culture emphasizes work-life balance, community impact, and career advancement, making it the ideal place for dedicated professionals seeking meaningful financial services careers in Montana.

Role Description

The Client Service Administrator (CSA) is pivotal in driving operational excellence at Pinnacle Financial Advisors. Reporting directly to Autumn Keller, you'll handle daily operations, client service requests, post-meeting workflows, and administrative tasks. This role ensures seamless client experiences while freeing advisors to focus on high-value planning. Based full-time in our Helena office, you'll engage in client-facing activities, maintain Salesforce records, and support the practice's growth. Ideal for detail-oriented professionals passionate about financial services, this position offers hands-on experience in a thriving Thrivent practice.

Detailed Responsibilities

• Prepare professional correspondence, detailed reports, and coordinate special projects to support advisor initiatives.
• Oversee projects, administer various programs, and manage processing functions to streamline operations.
• Drive client-facing activity by proactively scheduling meetings, ensuring consistent advisor-client engagement.
• Update and maintain Salesforce CRM with accurate client contact details, preferences, and interaction history.
• Assist Lead Advisors with thorough preparation and diligent follow-up for all client meetings.
• Attend client meetings, take comprehensive notes, and ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned.
• Respond promptly to client service requests, resolving inquiries with empathy and efficiency.
• Complete post-meeting work, including data entry, document preparation, and compliance checks.
• Maintain client information accuracy and confidentiality in line with Thrivent standards.
• Perform other administrative tasks as assigned to support practice growth and client satisfaction.

Required Skills

Success in this Client Service Administrator role demands a blend of technical proficiency, interpersonal finesse, and organizational mastery. Key skills include:

• Exceptional communication and correspondence preparation.
• Project management and oversight capabilities.
• Salesforce CRM expertise for client data management.
• Client meeting preparation and note-taking precision.
• Administrative efficiency in fast-paced financial environments.
• Proactive scheduling and client engagement.
• Attention to detail for accurate documentation.
• Problem-solving for service request resolution.
• Time management to handle multiple priorities.
• Adaptability to support licensing and growth tracks.

Education & Experience

We seek candidates with a high school diploma or equivalent; associate's or bachelor's degree in business, finance, or related field preferred. Prior experience in financial services, administrative support, or client service roles is highly desirable. Familiarity with CRM systems like Salesforce is a plus. Thrivent supports your growth with licensing opportunities (Life & Health, SIE, 7/66), making this ideal for entry-to-mid-level professionals eager to advance in Helena, Montana's financial sector.

Compensation Overview

This full-time position offers competitive pay of $20-22 per hour, based on experience, translating to approximately $41,600-$45,760 annually for a 40-hour week. Helena's low cost of living enhances this package's value.

Benefits

Thrivent and Pinnacle Financial Advisors provide robust benefits: Health Insurance stipend, 401K with match, Short-term and Long-term Disability insurance, paid holidays, and generous PTO. Additional perks include licensing support, professional development, and a collaborative team environment focused on your success and community impact.

Apply today to become a Client Service Administrator at Thrivent in Helena, MT. Shape futures through faith-based financial services!