Client Service Coordinator

Summary

Five Star Financial Group - an independent practice of Thrivent Financial.

We're looking for a service-driven professional to provide administrative support to our financial advisors and clients. This role involves managing client inquiries, supporting daily operations, and ensuring smooth communication across the practice. Responsibilities include answering phones, greeting clients, handling mail and email, ordering supplies, and using Thrivent systems to support client relations and financial tasks.

You'll play a key role in both client and team support, requiring strong multitasking, attention to detail, and a commitment to exceptional service. This position is employed by Sarah Hamlen of Five Star Financial Group.

This position is fully in office out of White Sulphur Springs, MT.

Hours: 8a- 5p; Monday- Friday.

Compensation: $18-20/hr. depending upon experience

Benefits: Medical, Dental, Vision. Simple IRA - 3% match

Life and Health license preferred; candidates should be prepared to obtain licensure within the first 90 days.

Job Description

Position Roles/Responsibilities/Accountabilities

• Greet and welcome clients as soon as they arrive at the office and make them comfortable while they wait for their advisor.

• Handle incoming telephone calls. Answer basic questions for clients or field calls to appropriate colleagues in both Central and Mountain Time Zones.

• Drive client facing activity in the practice by scheduling meetings with clients on behalf of the Financial Advisors.

• Receive, sort, and distribute daily mail/deliveries.

• Update certain client documentation requirements, including compliance-related forms and notes regarding client life changes

• Order of office supplies and keep inventory of stock updated

• Execute the Client Service Model (CSM) through appointment scheduling.

• Perform other clerical receptionist duties such as scanning, photocopying, and faxing

• Maintain required compliance brochures and forms

Position Qualifications

• Proven work experience as a receptionist, front office representative, or similar role

• Proficiency in Microsoft Office Suite and technology in general

• Knowledge of CRM systems (Salesforce), phone systems, and office equipment

• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

• Ability to maintain integrity of sensitive/confidential information

• Professional attitude, appearance and dress code

• Basic understanding of Five Star 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 Five Star 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 Five Star Financial Groups' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.