Job description

Summary

Join the Bloom Financial Associates team at Thrivent -- a thriving, purpose-driven financial advisory team empowering women and couples through personalized financial planning and wealth management. As our Client Service Administrator, you'll play a key role in daily operations, deliver exceptional client service, and contribute directly to our mission-focused, collaborative environment.

This position is located in Mendota Heights, MN (hybrid).

Job Description

What You'll Do:

Client Experience (40%): Communicate professionally, capture detailed meeting notes, draft clear client summaries, and proactively support client follow-ups.
Operations & Administration (35%): Organize client meeting preparations, maintain accurate client records in CRM (Salesforce), and assist with new account setups and forms.
Project & Team Support (25%): Collaborate on special projects, marketing initiatives, and event planning, primarily working with Anne Kersten while supporting Eva Stukenberg (team lead) and shared clients 25% of the time.

Who You Are:

Organized & Proactive: Skilled at juggling multiple priorities in a dynamic environment.
Detail-Oriented Communicator: Exceptional written and verbal communication skills.
Service-Focused & Accountable: Reliable, proactive in follow-ups, and committed to high-quality outcomes.

Qualifications:

Proficiency with Microsoft Outlook, Word, Excel (required)
Experience with CRM systems (Salesforce preferred)
Previous financial services experience preferred
Bachelor’s degree or near completion strongly preferred; willingness to pursue further licensing (licensing support provided)

Why Join Us:

Competitive Salary: $52,000–$60,000 annually
Hybrid Schedule: In-office Tuesdays, Thursdays, and every other Wednesday
Career Development: Tuition reimbursement, mentorship, licensing support
Benefits: Generous PTO, Retirement matching, Employer Health Reimbursement Account
Additional Perks: Volunteer day off, complimentary Thrivent membership

Ready to make an impact with a passionate, purpose-driven team? Apply today—we can't wait to meet you!

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.

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