Client Relationship Manager

This position provides licensed administrative support to Jenny McAdams of Sage Path Financial Consultants. This position serves as a resource to Financial Advisors (FA) and client in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned.

The Client Relationship Manager reports to and is employed by Sage Path Financial Consultants.

Sage Path Financial Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Sage Path Financial Consultants helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

This is a full-time, in-office position out of Genevia, IL.

Compensation: $75,000 - $85,000 annually dependent upon experience.

Benefits:
Health Insurance options (employee only), PTO;
Holiday Pay.

• May coordinate scheduling and manage calendars
• Manage email review and follow-up as necessary
• Update CRM (Salesforce) with client information and managing tasking updates in the system
• Monitor applications throughout underwriting process
• Interact with clients to ensure a smooth and consistent experience
• Collaborate with financial associates to assist customer/member to purchase, sell, hold or exchange securities products
• Verbal or written communications with prospective or existing customers regarding financial matters
• Handles incoming telephone calls and responds to requests for information
• Performs routine administrative duties such as maintaining office supplies and processing mail
• Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
• Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings
• Prepare and update financial plans and presentation material for client meetings
• Enter information into financial planning software and prepare draft financial plans
• Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
• Finalize, submit, and track all client account and application paperwork
• Gather and maintain customer suitability information
• Identify and offer recommendations on how to optimize workflows
• Other responsibilities as assigned by the Lead Advisor
• Note:
  
  CANNOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire.

• Previous administrative/secretarial experience desired
• 3+ years industry experience required
• Certified Financial Planner or Chartered Financial Analyst designation; valued but not a prerequisite
• Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required
• Bachelor’s degree in Financial Planning, Finance, Accounting or Economics preferred
• Extremely strong organizational skills
• Strong communication and interpersonal skills
• Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information

• Planning/Organizing
• Client Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility
• Strong technological proficiency

• Must be able to work with all roles of the Sage Path Financial Consultants team
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

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