Client Service Coordinator

Summary

Five Star Financial Group – an independent practice of Thrivent Financial. We’re looking for a service-driven professional to provide administrative support to our financial advisors and clients. This role involves managing client inquiries, supporting daily operations, and ensuring smooth communication across the practice.

Responsibilities include answering phones, greeting clients, handling mail and email, ordering supplies, and using Thrivent systems to support client relations and financial tasks. You’ll play a key role in both client and team support, requiring strong multitasking, attention to detail, and a commitment to exceptional service.

This position is employed by Sarah Hamlen of Five Star Financial Group. The position is fully in office out of White Sulphur Springs, MT.

Hours:

8a - 5p;
Monday - Friday. Compensation: $18-20/hr depending upon experience. Benefits:
Medical, Dental, Vision. Simple IRA - 3% match. Life and Health license preferred; candidates should be prepared to obtain licensure within the first 90 days.

• Greet and welcome clients as soon as they arrive at the office and make them comfortable while they wait for their advisor.
• Handle incoming telephone calls. Answer basic questions for clients or field calls to appropriate colleagues in both Central and Mountain Time Zones.
• Drive client facing activity in the practice by scheduling meetings with clients on behalf of the Financial Advisors.
• Receive, sort, and distribute daily mail/deliveries.
• Update certain client documentation requirements, including compliance-related forms and notes regarding client life changes.
• Order office supplies and keep inventory of stock updated.
• Execute the Client Service Model (CSM) through appointment scheduling.
• Perform other clerical receptionist duties such as scanning, photocopying, and faxing.
• Maintain required compliance brochures and forms.

• Proven work experience as a receptionist, front office representative, or similar role.
• Proficiency in Microsoft Office Suite and technology in general.
• Knowledge of CRM systems (Salesforce), phone systems, and office equipment.
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.
• Ability to maintain integrity of sensitive/confidential information.
• Professional attitude, appearance and dress code.
• Basic understanding of Five Star Financial Group, our products and services, and Thrivent Financial.

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

• Must be able to work with all roles of the Five Star Financial Group.
• Must be able to represent the organization in work with external clients.
• Must be able to cultivate and maintain relationships with outside organizations.