Summary Coopersburg Financial Consultants is financial practice in its 10th year which is dedicated to providing exceptional financial planning and customer service. With a strong commitment to multi-generational planning and tax-efficiency focused advice we are seeking a highly skilled and experienced Client Relationship Coordinator to join our team. Summary This position provides licensed administrative support to Coopersburg Financial Consultants. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned. The Licensed Client Services Administrator reports to and is employed by Coopersburg Financial Consultants. This is an in-office position in Coopersburg, PA. Compensation ranges from $50,000-$75,000/year dependent upon licensing and experience. Hours for this position are ideally Monday - Friday 9 a.m. to 5 p.m. but are negotiable. Benefits include: 11 paid holidays, 3 PTO days per year to use however desired. Unpaid days negotiable beyond that. PTO days increase with tenure. Job Description Position Roles/Responsibilities/Accountabilities + Handles incoming telephone calls to Coopersburg Financial Consultants and responds to requests for information + Researches inquiries regarding client accounts + Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services + Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature + Supports projects, administration of various programs, and processing functions as needed + Updates the contact management system with client/member contact and preference information + Handling brokerage reports + Input MoneyGuidePro/What If Tax/other client data entry upon request. + Assists Financial Advisors in the preparation and follow up for the client/member meetings + Collaborates with financial associates to assist client with product changes + Verbal or written communications with prospective or existing customers regarding financial matters + Obtaining customer financial information + Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts + Support questions and transactions with variable insurance and annuities products, if appropriately licensed + Additional responsibilities may be assigned in accordance with licensure and business needs + Manually enter information provided by the FA into electronic application systems and email, lock sign or submit. + Note CANNOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire. Position Qualifications + Previous administrative/secretarial experience desired + Securities registered (series 7 & 66 or 6 & 63) + Insurance licensed/appointed + Demonstrated customer service orientation/experience, 2+ years preferred + Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, Salesforce) or ability to learn + Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions + Ability to maintain integrity of sensitive/confidential information 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 Coopersburg Financial Consultants + Must be able to represent the organization in work with external clients + Must be able to cultivate and maintain relationships with outside organizations + Strong level of accountability and congeniality required in this position As part of Coopersburg Financial Consultants' 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. 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.