Client Relationship Manager

Sage Path Financial Consultants

This position oversees the planning department including all team members, procedures, and processes for Sage Path Financial Consultants. Key responsibilities include oversight of processes, preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Client Relationship Manager reports to and is employed by Jenny McAdams. Sage Path Financial Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Sage Path Financial Consultants helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. This is a full-time, in-office position out of Genevia, IL. Compensation : $60,000 - $75,000 annually dependent upon experience Benefits : Health Insurance options (employee only), Simple IRA w / 3% match; PTO; Holiday Pay

Position Roles / Responsibilities / Accountabilities

May coordinate scheduling and manage calendars

Manage email review and follow-up as necessary

Update CRM (Salesforce) with client information and managing tasking updates in the system

Monitor applications throughout underwriting process

Interact with clients to ensure a smooth and consistent experience

Collaborate with financial associates to assist customer / member to purchase, sell, hold or exchange securities products

Verbal or written communications with prospective or existing customers regarding financial matters

Handles incoming telephone calls and responds to requests for information

Performs routine administrative duties such as maintaining office supplies and processing mail

Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature

Drives client / member facing activity in the practice by scheduling meetings with client / members on behalf of the practice's FA

Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings

Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.)

Prepare and update financial plans and presentation material for client meetings

Enter information into financial planning software and prepare draft financial plans

Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date

Finalize, submit, and track all client account and application paperwork

Gather and maintain customer suitability information

Research and analyze investment and portfolio allocations

Assist in generating performance reports

Fill out necessary forms for opening and maintaining accounts

Handle request for transfers of funds in and out of accounts

Identify and offer recommendations on how to optimize workflows

Other responsibilities as assigned by the Lead Advisor

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

3+ years industry experience required

Certified Financial Planner or Chartered Financial Analyst designation; valued but not a prerequisite

Securities (6 / 63, 7 / 66, or 7 / 63 & 65) and Life, Health, and Annuity registration required

Bachelor's degree in Financial Planning, Finance, Accounting or Economics preferred

Extremely strong organizational skills

Strong communication and interpersonal skills

Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, 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

Client Focus

Communication

Interpersonal Skills

Teamwork and Collaboration

Adaptability / Flexibility

Strong technological proficiency

External / Internal Dependencies

Must be able to work with all roles of the Sage Path Financial Consultants team

Must be able to represent the organization in work with external clients

Must be able to cultivate and maintain relationships with outside organizations

As part of Sage Path 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.

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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.