Manager of Client Services

Manage Of Client Services (Client Experience)

Summary Journey Financial Consultants (JFC) is an independent financial services practice of Thrivent. We consider it a privilege to help people prosper through planning, protection, and profit. Our growing team of experts excels at building comprehensive advice strategies and guiding clients through the journey toward financial security. With outstanding products and forward-thinking strategies, we serve as a trusted partner to generations of clients, empowering them to lead lives full of meaning and generosity. Our collaborative team practice model, backed by over 100 years of combined knowledge and expertise, allows us to take a broad-based approach to helping clients achieve multiple financial goals from wealth accumulation to legacy planning. Thrivent is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.

Position Summary

As a Manage of Client Services (Client Experience) you are responsible for owning and executing a superior and referrable client experience. You'll support clients and the Journey Financial Consultants team by handling inquiries, addressing service / account needs and scheduling. You'll support operations and efficiently deliver experiences so good that clients cannot help but talk about them to others. This position can be filled by an unlicensed professional initially, with the commitment to become licensed within 6 months (SIE, Securities Exams (6 / 63, 6 / 63 / 65, or 7 / 66), Life / Health Insurance).

Job Description

Position Roles / Responsibilities / Accountabilities

Client Experience and Service

• Promote a culture of hospitality, warmth and operational excellence that centers on clients.
• Serve as a key liaison for clients, providing clear communication and trust.
• Ensure client expectations are met or exceeded through proactive problem-solving.
• Conduct basic account transactions for clients upon request, per appropriate licensure.
• Handle escalated client issues promptly and professionally, ensuring positive outcomes.
• Partner with team to ensure a smooth new client onboarding experience.
• Manage and optimize a high-quality client experience model through collaboration with team.
• Lead strategies and workflows to enhance client engagement, loyalty and advocacy such as Thrivent Fraternal benefits (Action Teams, Thrivent Choice Dollars) and other member benefits.

Operational Management

Communications and Marketing

Personal Growth

This position will consistently follow high standards of business and professional ethics, legal and regulatory requirements and company policies when dealing with others and / or performing work activities. This is a licensed role with a licensing bonus of $2000 upon completion of Securities exams (6 / 63, 6 / 63 / 65, or 7 / 66) and State Life / Health licensing. If currently licensed, we will award a $1000 signing bonus for securities licensure and / or $1000 signing bonus for insurance licensure.

Employment by the founding advisors of the JFC team

This is a full-time salaried position with benefits such as Life, LT Disability and paid leave

Compensation $24 / hr based upon experience

Position Qualifications

Competencies

External / Internal Dependencies