Client Service Administrator - Join Thrivent in Perryville, Missouri

Are you passionate about financial services and ready to launch or advance your career in a supportive, growth-oriented environment? Thrivent, a leading financial services organization committed to helping people achieve financial clarity, is seeking a dedicated Client Service Administrator to support our SEMO Financial Advisors team in Perryville, Missouri. This full-time, in-office role offers a unique opportunity to work directly with financial advisors, manage client interactions, and grow within a dynamic practice.

Why Join Thrivent?

Empower Your Future with Thrivent

Thrivent is more than just a financial services company—it's a mission-driven organization that puts people first. As a Client Service Administrator at our Perryville, MO location, you'll be part of SEMO Financial Advisors, reporting directly to Kendra Troncale. We foster a collaborative culture where driven individuals thrive. Our fast-tracked licensing program accelerates your professional development, helping you obtain securities or insurance licenses quickly to unlock new career opportunities.

Working Monday through Friday from 9 AM to 5 PM in a fully in-office setting, you'll enjoy a predictable schedule while contributing to meaningful client relationships. Perryville, Missouri, offers a welcoming community with a low cost of living, making it an ideal spot for career starters or those seeking work-life balance. At Thrivent, we value integrity, client focus, and continuous growth—join us to make a real impact on members' financial well-being.

Role Description

The Client Service Administrator provides essential administrative support to SEMO Financial Advisors, acting as a key resource for financial advisors and clients. You'll handle inquiries about customer accounts and insurance needs, manage daily operations, and ensure seamless practice functionality. From answering phones and greeting members to utilizing Thrivent's proprietary systems for client relations and insurance tasks, this role is the backbone of our client-focused operations. If you're organized, tech-savvy, and eager to engage with clients, this position at Thrivent in Perryville, MO is your gateway to a rewarding career in financial services.

Detailed Responsibilities

• Prepare correspondence, reports, and coordinate special projects to support advisor efficiency.
• Oversee projects, administer programs, and manage processing functions as needed.
• Drive client-facing activity by scheduling meetings and ensuring smooth coordination.
• Update Salesforce with accurate client contact and preference information.
• Assist Lead Advisors with preparation and follow-up for client meetings.
• Attend client meetings, take detailed notes, and ensure all follow-up tasks, notes, and next steps are documented and actioned.
• Research products, pricing, and contact carriers for critical information.
• Answer basic client questions with professionalism and accuracy.
• Fill out forms for account openings or maintenance and prepare applications for advisor approval.
• Set up and retrieve reports in the portfolio management system.
• Handle daily operations including phones, mail distribution, email management, supply ordering, and other administrative tasks as assigned by the Lead Advisor.

Required Skills

Success in this Client Service Administrator role at Thrivent demands a blend of technical proficiency, interpersonal skills, and adaptability. Key skills include:

• Exceptional organizational and multitasking abilities to handle frequent interruptions while maintaining high-quality work.
• Strong technical aptitude with Microsoft Office Suite (Word, Excel, PowerPoint) and quick learning of Thrivent systems like Salesforce and portfolio management tools.
• Excellent communication skills for client interactions, note-taking, and advisor support.
• Discretion in handling sensitive and confidential information.
• Proactive problem-solving for researching products, pricing, and carrier inquiries.
• Client service orientation with a focus on scheduling and follow-up.
• Attention to detail in form completion, reporting, and data entry.
• Team collaboration to support daily practice operations.

Education & Experience

Preferred Qualifications:

• Securities or insurance industry experience highly preferred.
• High school diploma required; associate's or bachelor's degree in business, finance, or related field a plus.
• 1-2 years of administrative or customer service experience, ideally in financial services.
• Basic understanding of financial products and services.
• Proficiency in CRM systems like Salesforce is advantageous.

No prior licensing required—we provide a fast-tracked program to help you get licensed swiftly!

Compensation Overview

Competitive hourly pay of $18-21 per hour based on experience, equating to approximately $37,440 - $43,680 annually for a 40-hour week. This reflects market rates for Perryville, Missouri, ensuring attractiveness for skilled professionals.

Benefits

• Paid Time Off (PTO) available from day one for work-life balance.
• Fast-tracked professional development program for licensing and career advancement.
• Hands-on mentorship from experienced financial advisors.
• Supportive team environment focused on growth and client impact.
• Opportunity to build a long-term career in financial services with Thrivent.

Apply Today! If you're ready to elevate your career as a Client Service Administrator in Perryville, Missouri, join Thrivent's SEMO Financial Advisors. Submit your resume to grow with a values-driven leader in financial services.