Job Information
Thrivent Financial Client Service Administrator in Manhattan, Kansas
Summary
This position provides administrative support to Flint Hills Group. The Client Service Administrator is the primary point of contact for clients, ensuring smooth scheduling and exceptional service. This role focuses on proactive communication, appointment management, and preparing clients for successful meetings. The Client Service Administrator reports to and is employed by Flint Hills Group.
This position is part-time (20-25 hours a week), compensation is $18-21/hr dependent upon experience.
Job Description
Position Roles/Responsibilities/Accountabilities
Client Scheduling & Communication
Manage appointment scheduling in Salesforce, prioritizing A/B/C clients and special call lists.
Outbound calls to current clients and warm prospects.
Execute structured call campaigns for birthdays and focus projects.
Confirm appointments, send meeting details, and maintain client folders.
Meeting Preparation
Prepare digital, documents to sign, and printed packets (Household Profile, TCP, Choice Dollars, illustrations, tax worksheets).
Client Service Support
Answer phones professionally, document calls, and schedule meetings.
Assist clients with DocuSign processes and provide guidance on accessing documents.
Relationship Management
Recognize birthdays and anniversaries, send cards, and maintain client engagement
Position Qualifications
Strong interpersonal and communication skills
Highly organized and detail-oriented.
Enjoys engaging with people on the phone and in person.
Bachelors degree or associates degree preferred.
Previous administrative/secretarial experience desired
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) and proficiency in Salesforce and Docusign preferred
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 and services, and Thrivent Financial
Competencies
Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
External/Internal Dependencies
Must be able to work with all roles of the team
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 Flint Hills Group's 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.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.