Client Service Manager - Minneapolis/St. Paul North Metro Area, Minnesota

Journey Financial Consultants is an independent financial services practice of Thrivent, a faith-based, not-for-profit organization dedicated to helping people prosper through planning, protection, and profit. Join our growing team of experts in the Minneapolis/St. Paul North Metro Area and become a trusted partner in delivering exceptional client service in the financial services industry.

Why Join Thrivent?

Thrivent stands out as the nation's largest fraternal benefit society, serving approximately 2.6 million clients with a mission rooted in faith and community. We're not just a financial services company; we're a holistic partner empowering generations to achieve financial security, lead meaningful lives, and give generously. With over 100 years of combined expertise, our collaborative team practice model excels in comprehensive advice strategies, from wealth accumulation to legacy planning.

As a Client Service Manager, you'll thrive in a supportive environment that values hospitality, warmth, and operational excellence. We back our team with outstanding products, forward-thinking strategies, and resources for the Christian community and nonprofits. Enjoy a work-life balance in the vibrant Minneapolis/St. Paul North Metro Area, with opportunities for professional growth, licensure support, and making a real impact every day.

Role Description

The Client Service Manager owns and executes a superior, referrable client experience. You'll support clients and the Journey Financial Consultants team by handling inquiries, addressing service and account needs, and scheduling appointments. This role focuses on operational efficiency and delivering experiences so exceptional that clients become advocates. Initially open to unlicensed professionals, with a commitment to obtain SIE, Series 6, Series 63, Life/Health Insurance licenses within 6 months. This position does not involve making client recommendations or delivering advice—it's all about seamless support for advisors and clients in a high-trust financial services setting.

Detailed Responsibilities

Client Service Excellence

• Promote a culture of hospitality, warmth, and operational excellence centered on clients.
• Serve as a key liaison, providing clear communication and building trust with clients.
• Ensure client expectations are met or exceeded through proactive problem-solving.
• Conduct basic account transactions upon request, per appropriate licensure.
• Handle escalated client issues promptly and professionally for positive outcomes.
• Partner with the team to deliver smooth new client onboarding experiences.
• Manage and optimize a high-quality client service model through collaboration.
• Lead strategies and workflows to enhance client engagement, loyalty, and advocacy, including Thrivent Fraternal benefits like Action Teams and Thrivent Choice Dollars.

Operational Support

• Efficiently manage client inquiries via phone, email, and in-person interactions.
• Schedule appointments and coordinate with financial consultants for seamless service.
• Maintain accurate client records and ensure compliance with regulatory standards.
• Support team operations by streamlining processes and leveraging Thrivent's tools.
• Monitor client feedback to continuously improve service delivery.
• Collaborate on marketing initiatives to promote client events and fraternal benefits.

Required Skills

Success in this Client Service Manager role requires a blend of interpersonal and operational skills tailored to financial services:

• Exceptional customer service and communication skills.
• Strong problem-solving and conflict resolution abilities.
• Proficiency in client relationship management (CRM) systems.
• Organizational and time management expertise.
• Attention to detail for accurate account management.
• Adaptability in a fast-paced financial services environment.
• Team collaboration and hospitality mindset.
• Basic financial services knowledge (willingness to learn required).
• Proficiency with Microsoft Office and financial software.
• Commitment to ethical standards and compliance.

Education & Experience

• High school diploma required; Associate's or Bachelor's degree in Business, Finance, or related field preferred.
• 1-3 years of customer service experience, ideally in financial services or insurance.
• Unlicensed candidates welcome; must commit to obtaining SIE, Series 6, Series 63, and Life/Health licenses within 6 months (Thrivent provides support).
• Experience with client onboarding, account transactions, or CRM tools is a plus.

Compensation Overview

Competitive base salary plus performance incentives, reflecting the Minneapolis/St. Paul market for Client Service Managers in financial services.

Benefits

Thrivent offers comprehensive benefits including health, dental, vision, 401(k) matching, paid time off, professional development, licensure reimbursement, and exclusive fraternal benefits. Join a purpose-driven team where your work supports financial wellness and community impact.

Apply today to elevate client experiences at Thrivent in the Minneapolis/St. Paul North Metro Area! #ThriventCareers #ClientServiceManager #FinancialServicesJobs