Job Information
Thrivent Financial Customer Service Coordinator in Rochester, Minnesota
Summary
Emerald Financial Group is a growing independent financial services practice of Thrivent. We take a broad-based approach to help our clients achieve multiple financial goals. With over 100 years of financial industry experience backing our practice, we’re primed for continued growth. Our team is committed to delivering exceptional service and building lasting relationships with our clients. We have a friendly, genuine, family-like team whose passion shines through our work each and every day.
Position Summary
We are looking for a determined and energetic Customer Service Coordinator to join our team as the backbone of our operations. The right candidate for this role will be detail-oriented, operationally focused, and highly motivated. Are you someone who enjoys going the extra mile to provide an exceptional customer experience, and find excitement, not stress, in managing client scheduling and administrative tasks then this is the position for you!
Position Overview
As the first point of contact for visitors and callers, the Customer Service Coordinator plays a key role in delivering outstanding customer service and ensuring smooth office operations. This role requires excellent organizational skills, the ability to coordinate calendars, handle scheduling conflicts, and maintain clear communication with all parties. You will be responsible for greeting guests, answering and directing phone calls, managing correspondence, and supporting general office activities in a professional and efficient manner. The customer service coordinator is employed by Emerald Financial Group. Compensation ranges between $20-24/hr dependent upon experience.
Compensation and benefits
• Competitive pay and performance-based bonuses
• Medical, Dental, and Vision Benefits after 90-day introductory period
• Retirement savings plan with company match
• Paid time off
• Holiday Pay
• Professional development opportunities
• Hours: 8:00am- 5:00pm
• Location(s): Rochester, MN
Job Description
Position Roles/Responsibilities/Accountabilities
Coordinate and schedule appointments, meetings, and events for internal teams and clients
Update the contact management system with client/member contact and preference information (Salesforce)
Greet clients and visitors when they arrive to our practice
Answer 5-10 incoming calls a day and disperse them and any messages appropriately
Maintain office supply inventory and processing mail
Maintain internal mailing lists, birthday card lists, and monthly calling lists
Ensure the reception and common areas are kept clean, organized, and presentable at all times
Completes other miscellaneous tasks as assigned
Position Qualifications
Previous experience working in scheduling
Expert knowledge of Office applications
Knowledge of CRM systems, phone systems and office equipment
Ability to maintain integrity of sensitive/confidential information
Ability to identify issues and find solutions quickly, keeping operations running smoothly while experiencing frequent interruptions
Competencies
Professional, friendly, and approachable demeanor
Excellent verbal and written communication skills, and you’re comfortable interacting with clients and colleagues
Meticulous and highly organized, ensuring all tasks are completed with accuracy
Punctual and reliable, with a strong work ethic
As part of Emerald Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.