Client Services 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 play a pivotal role in delivering exceptional client services that build lasting relationships and financial security.

Why Join Thrivent?

Thrivent stands as the nation's largest fraternal benefit society, serving approximately 2.6 million clients with a mission rooted in faith, community, and generosity. We're not just a financial services provider; we're a trusted partner empowering generations to lead lives full of meaning. With over 100 years of combined knowledge in our collaborative team practice model, we excel at comprehensive advice strategies—from wealth accumulation to legacy planning.

As a Client Services Manager, you'll thrive in a supportive environment that values hospitality, operational excellence, and client advocacy. Our forward-thinking strategies and outstanding products ensure you can make a real impact. Enjoy the stability of a not-for-profit with the dynamism of a growing practice in the vibrant Minneapolis/St. Paul North Metro Area. Contribute to client activities, Thrivent Choice Dollars, Action Teams, and resources for the Christian community and nonprofits. This is your opportunity to align your career with purpose while advancing in financial services careers.

Role Description

The Client Services Manager owns and executes a superior, referrable client experience. You'll support clients and the Journey Financial Consultants team by managing 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, this position can be filled by an unlicensed professional with a commitment to obtain licensure within 6 months (SIE, Series 6, Series 63, Life/Health Insurance). Note: This role does not involve making client recommendations or delivering advice—it's all about seamless support for advisors and clients in the financial services industry.

Detailed Responsibilities

Client Service Excellence

• Promote a culture of hospitality, warmth, and operational excellence centered on clients.
• Serve as the key liaison for clients, providing clear communication and building trust.
• 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 handle client inquiries via phone, email, and in-person interactions.
• Schedule and coordinate advisor-client meetings and follow-ups.
• Maintain accurate client records and ensure compliance with regulatory standards.
• Collaborate with internal teams to streamline processes and improve service delivery.
• Monitor client feedback and implement improvements to boost satisfaction.
• Support marketing initiatives and client events to foster community and growth.

Thrive in a fast-paced environment where your contributions directly impact client success and team performance in Minnesota financial services.

Required Skills

Success in this Client Services Manager role demands a blend of interpersonal prowess and operational savvy:

• Exceptional customer service and relationship-building skills.
• Strong communication—verbal, written, and active listening.
• Problem-solving with a proactive, client-first mindset.
• Organizational and time-management expertise for high-volume tasks.
• Proficiency in financial services software and CRM systems (e.g., Salesforce).
• Attention to detail and commitment to accuracy in transactions.
• Team collaboration and adaptability in a dynamic setting.
• Knowledge of financial products and licensing processes (or willingness to learn).

Education & Experience

• Bachelor's degree in Business, Finance, Communications, or related field preferred.
• 2+ years in client service, financial services, or customer-facing roles.
• Commitment to obtaining SIE, Series 6, Series 63, and Life/Health Insurance licenses within 6 months.
• Experience in a financial advisory practice is a plus.
• Alignment with Thrivent's faith-based values and mission.

Compensation Overview

Competitive base salary plus performance incentives, reflecting the role's impact in the Minneapolis/St. Paul North Metro Area market.

Benefits

Thrivent offers comprehensive benefits including health, dental, vision, 401(k) matching, paid time off, professional development, and fraternal benefits. Grow your career with ongoing training, licensure support, and a purposeful work culture.

Apply today to join Thrivent's mission-driven team as a Client Services Manager and help clients achieve financial clarity!