Summary

Join the Bloom Financial Associates team at Thrivent -- a thriving, purpose-driven financial advisory team empowering women and couples through personalized financial planning and wealth management. As our Client Service Administrator, you'll play a key role in daily operations, deliver exceptional client service, and contribute directly to our mission-focused, collaborative environment.


This position is located in Mendota Heights, MN (hybrid).

Job Description

What You'll Do:

Client Experience (40%): Communicate professionally, capture detailed meeting notes, draft clear client summaries, and proactively support client follow-ups.Operations & Administration (35%): Organize client meeting preparations, maintain accurate client records in CRM (Salesforce), and assist with new account setups and forms.Project & Team Support (25%): Collaborate on special projects, marketing initiatives, and event planning, primarily working with Anne Kersten while supporting Eva Stukenberg (team lead) and shared clients 25% of the time.

Who You Are:

Organized & Proactive: Skilled at juggling multiple priorities in a dynamic environment.Detail-Oriented Communicator: Exceptional written and verbal communication skills.Service-Focused & Accountable: Reliable, proactive in follow-ups, and committed to high-quality outcomes.

Qualifications:

Proficiency with Microsoft Outlook, Word, Excel (required)Experience with CRM systems (Salesforce preferred)Previous financial services experience preferredBachelor’s degree or near completion strongly preferred; willingness to pursue further licensing (licensing support provided)

Why Join Us:

Competitive Salary: $52,000–$60,000 annuallyHybrid Schedule: In-office Tuesdays, Thursdays, and every other WednesdayCareer Development: Tuition reimbursement, mentorship, licensing supportBenefits: Generous PTO, Retirement matching, Employer Health Reimbursement AccountAdditional Perks: Volunteer day off, complimentary Thrivent membership

Ready to make an impact with a passionate, purpose-driven team? Apply today—we can't wait to meet you!

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