Client Services Administrator

Summary

This position provides administrative support to Apex Financial Group. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their customer 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 and other administrative tasks as assigned. The Client Services Representative reports to and is employed by Psalm 121 LLC.

To be considered for this position you must reside in the northern WI area. This position is compensating $17/hr to start until the WI Life and Health Insurance license is obtained, then compensation will increase after a 3 month training period.

This is a remote position.

Position includes (after sixty-day probationary period):
80 hours of PTO
9 paid holidays plus 2 floating holidays
401K with a 3% non-elective

Job Description

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls to Apex Financial Group and responds to requests for information
• Researches inquiries regarding member/customer accounts
• Performs routine administrative duties
• Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
• Supports projects, administration of various programs, and processing functions as needed
• Drives customer/member facing activities in the practice by scheduling meetings with customer/members on behalf of the practice’s Financial Advisors
• Updates the contact management system with customer/member contact and preference information
• Assists Financial Advisors in the preparation for and follow up from customer/member meetings
• Case prep, new account support, and account maintenance
• Additional responsibilities may be assigned in accordance with licensure and business needs

Position Qualifications

• Previous administrative/secretarial experience desired
• Demonstrated customer service orientation/experience, 2+ years preferred
• 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 Apex Financial Group, 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 Apex 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 Apex Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required 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.