AVP; Relationship Manager responsible for attracting new clients and servicing accounts in the International Banking Center. Manage customer relations and ensure compliance with banking regulations while developing business opportunities.
About the role
- Client Relationship Manager assisting in client communications and financial planning strategies at Thrivent. Engaging with advisory teams to uphold excellent client service.
Responsibilities
- Participate in client meeting held by other advisors as directed
- Work with Client Service Admins to send paperwork for client signature and follow-up as needed until signed.
- Submit applications that require meeting with the client to complete.
- Complete redemptions, purchases, exchanges, fund transfers, and other financial management requests from advisory team
- Send appointment follow-up thank you and action items via email (Insights & Next Steps)
- Monitor pending recommendation implementation, i.e. ensure that tasks are completed
- Make follow-up calls that require licensing as requested by advisory team or Customer Service Coordinator
- Respond to client emails or phone calls: Assess current need of client including timeline
- Directly respond to items that do not require specific case analysis
- Communicate between client and planning team or lead advisor to answer questions that do require case analysis
- Make calls with clients to request rollovers and transfers of their retirement accounts
- Document all client interactions in Salesforce profile
Requirements
- Series 7/66 licensing (or willing to obtain in first 90 days)
- WI State Life and Health insurance licensing
- 1-3+ years customer service experience
- Excellent communication skills, verbal and written
- Ability to thrive in high volume, fast paced environment
- Strong attention to detail
- Knowledge of business technology such as Microsoft Word, Excel, Outlook, Salesforce, and DocuSign or ability to learn
- Ability to work independently, prioritize tasks, and self-direct to meet deadlines
- Ability to maintain the integrity of sensitive/confidential information
- Desire to work collaboratively and support peers
Benefits
- health insurance stipend with HSA matching
- simple IRA match
- 80 hours of PTO
- 20 hours of volunteer time off per year
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