Client Service Administrator

Position summary:

The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor’s time. This position supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks assigned. The Client Service Administrator reports to and is employed by Endeavor Financial Group.

This full-time role is fully in-office out of Napoleon, Ohio

Hours:

Monday-Friday; 9 am – 5 pm

Compensation: $50,000 – $70,000 depending on skills, experience, and licensing

Benefits available (after a vesting period): PTO, short term disability, basic life, optional long-term disability, 3 % Match on a 401K

• Provide excellent customer service while assisting with client operations
• Support advisors within the office with phone calls and scheduling
• Prepare correspondence, post-meeting reports, and coordinate special projects
• Oversee projects, administration of various programs, and processing functions as needed
• Drive client facing activity in the practice by scheduling meetings with clients
• Update Salesforce with client contact and preference information
• Assist Lead Advisors with preparation and follow up for client meetings
• Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on
• Research products, product pricing and contacting carriers for information
• Answer basic questions for clients
• Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve
• Set up and retrieve reports in the portfolio management system
• Relief support for front desk operations
• Other responsibilities as assigned

• Securities or insurance industry experience preferred, but not required
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) 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
• Basic understanding of our products, services, and Thrivent Financial

• Planning/Organizing
• Comfortability with Front-Facing roles
• Client Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

• Must be able to work with all roles of the Endeavor 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

As part of Endeavor Financial Group recruiting/hiring/contracting process, a verification of a candidate’s background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.