Client Service Coordinator

Join Five Star Financial Group, an independent practice of Thrivent Financial, as a Client Service Coordinator in White Sulphur Springs, Montana. This in-office role offers a rewarding opportunity to support financial advisors and deliver exceptional client service in a close-knit community environment. If you're organized, client-focused, and thrive in dynamic settings, apply today for this full-time position with competitive pay and comprehensive benefits.

Why Join Thrivent

Thrivent Financial is a leading not-for-profit financial services organization dedicated to helping people achieve financial clarity, security, and purpose. As a member-owned fraternal organization, Thrivent empowers its independent practices like Five Star Financial Group to make a meaningful impact in local communities. Working with us in White Sulphur Springs, MT, means more than just a job—it's a chance to build lasting relationships, support families' financial goals, and grow within a values-driven culture rooted in faith, generosity, and community involvement.

Our team at Five Star Financial Group values integrity, teamwork, and exceptional service. You'll enjoy a supportive workplace with flexible hours (8 AM - 5 PM, Monday-Friday), no weekends, and the stability of a fully in-office role in beautiful Montana. Thrivent's commitment to employee well-being includes professional development, licensure support, and a collaborative atmosphere where your contributions directly enhance client satisfaction and practice success. Join us to advance your career in financial services while making a difference in White Sulphur Springs and beyond.

Role Description

As a Client Service Coordinator employed by Sarah Hamlen of Five Star Financial Group, you'll be the friendly face and operational backbone of our practice. This position focuses on administrative support for financial advisors, managing client inquiries, and ensuring seamless daily operations. You'll handle phones, greet clients, process mail, schedule appointments, and utilize Thrivent's proprietary systems to maintain compliance and client records.

Ideal for detail-oriented multitaskers with a passion for service, this role requires strong communication skills to bridge clients across Central and Mountain Time Zones. A Life and Health license is preferred (with support to obtain within 90 days), making it perfect for those entering or advancing in financial services administration. Fully in-office in White Sulphur Springs, MT, this position offers stability and direct impact on our clients' financial journeys.

Detailed Responsibilities

• Greet and welcome clients upon arrival, ensuring a comfortable and professional experience while they await their financial advisor.
• Handle incoming telephone calls professionally, answering basic client questions or directing to appropriate colleagues across time zones.
• Drive client engagement by scheduling meetings and appointments on behalf of financial advisors using the Client Service Model (CSM).
• Receive, sort, and distribute daily mail and deliveries efficiently.
• Update client documentation, including compliance forms, life event notes, and required records in Thrivent systems.
• Order office supplies, maintain inventory, and ensure stock levels support smooth operations.
• Perform clerical duties such as scanning, photocopying, faxing, and maintaining compliance brochures and forms.
• Support team operations by multitasking amid frequent interruptions while upholding high-quality standards.

Required Skills

Success in this role demands a blend of interpersonal, technical, and organizational skills. Key competencies include:

• Exceptional customer service and communication skills
• Multitasking and time management under pressure
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Experience with CRM systems like Salesforce
• Attention to detail for compliance and documentation
• Phone etiquette and handling high-volume calls
• Office equipment operation (scanners, copiers, faxes)
• Discretion with confidential information
• Professional demeanor and appearance
• Basic financial services knowledge (license preferred)

Education & Experience

Minimum Requirements:

• High school diploma or equivalent; associate's degree in business administration preferred.
• Proven experience as a receptionist, front office representative, administrative assistant, or similar role (1-2 years ideal).
• Familiarity with financial services, CRM software, and office management tools.
• Life and Health license preferred; must be willing to obtain within 90 days of hire (Thrivent provides support).

Prior experience in a financial advisory practice is a plus, but we prioritize attitude, reliability, and a service mindset. Technology-savvy candidates comfortable with frequent multitasking will excel.

Compensation Overview

Competitive hourly pay of $18-20 per hour based on experience, equating to an annual range of approximately $37,440 - $41,600 for full-time hours. This reflects market rates for White Sulphur Springs, MT, ensuring fair compensation for your expertise in client service coordination.

Benefits

We offer a robust benefits package to support your well-being and future:

• Comprehensive Medical, Dental, and Vision insurance.
• Simple IRA with 3% employer match for retirement savings.
• Paid time off and holidays.
• Professional development and licensure reimbursement.
• Supportive team environment with community involvement opportunities.
• Stable Monday-Friday schedule in a scenic Montana location.

Ready to elevate your career with Thrivent? Apply now for the Client Service Coordinator role in White Sulphur Springs, MT. Thrivent is an Equal Opportunity Employer.