Account Manager driving growth within Strategic Accounts for Datasite. Engaging with clients to enhance partnerships and achieve revenue targets while leveraging market knowledge.
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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