The Associate Practice Support Specialist provides remote support to field practices by handling proactive task management on behalf of the Financial Advisors (FAs). This position primarily works within Salesforce and communicates through phone and email channels. Responsibilities include managing entry-level administrative tasks and making outbound calls to members and prospects.                   DUTIES & RESPONSIBILITIES:  <div><div><ul><li>Efficiently work across 15+ systems to create, compile, and organize documents for appointment preparation </li></ul></div><div><ul><li>Drive engagement by scheduling client meetings on behalf of FAs, ensuring timely and professional coordination </li></ul></div><div><ul><li>Handle incoming calls from members, providing exceptional service and addressing inquiries with accuracy and care </li></ul></div><div><ul><li>Complete a set list of administrative and operational tasks with efficiency, attention to detail, and consistency </li></ul></div><div><ul><li>Prepare polished, client-facing marketing materials that align with brand standards and enhance client engagement </li></ul></div><div><ul><li>Maintain and update client information and preferences in database management systems, ensuring data integrity and accuracy </li></ul></div><div><ul><li>Contact clients to gather information, schedule appointments, and provide timely reminders, enhancing client experience </li></ul></div><div><ul><li>Assist Financial Advisors with meeting preparation and follow-up, helping to streamline processes and improve client service </li></ul></div><div><ul><li>Take on additional well-defined tasks as needed to support the team and maintain operational efficiency </li></ul></div><div> </div></div><div><div>This role engages with a diverse audience across the organization. Key interactions include Financial Advisors and Office Professionals in the field, as well as internal teams within Operations and Distributions. While most interactions are with individual contributors and managers, the role requires the ability to collaborate across varying levels of the organization. </div><div> QUALIFICATIONS & SKILLS:   <div><div> Required: </div><div><ul><li>2+ years of customer service or phone-based support experience </li></ul></div><div><ul><li>Excellent proficiency with typing and the ability to navigate multiple systems quickly and efficiently </li></ul></div><div><ul><li>Polished phone demeanor with excellent tone, etiquette, and interpersonal skills. Strong written and verbal communication with high attention to detail </li></ul></div><div><ul><li>Maintains the highest level of integrity when handling sensitive and confidential information </li></ul></div><div><ul><li>Passion for serving others, with the ability to establish rapport, foster loyalty, and build strong relationships with both internal and external customers </li></ul></div><div><ul><li>Thrives in a dynamic, fast-paced environment and demonstrates flexibility in shifting priorities </li></ul></div><div><ul><li>Skilled at working with diverse teams across the enterprise, fostering strong partnerships and teamwork </li></ul></div></div><div><div>Preferred: </div><div><ul><li>Positive attitude and willingness to grow </li></ul></div><div><ul><li>Comfortable with change   </li></ul></div><div><ul><li>Flexibility to work a schedule based on business needs. Schedules do not typically fluctuate; however, there are times where it may change </li></ul></div><div> </div></div></div><div> </div></div>              Pay Transparency  Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $18.49 - $25.01 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.  Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.  The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.  Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to <a href="mailto:human.resources@thrivent.com" target="_blank" rel="noopener noreferrer">human.resources@thrivent.com</a> or call 800-847-4836 and request Human Resources.

Associate Field Practice Solutions Specialist, Remote

Similar Jobs

Recent Jobs

You May Also Like