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Client Service Administrator

Job in Helena, Lewis and Clark County, Montana, 59604, USA
Listing for: Thrivent Financial
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
** Position Roles/Responsibilities/Accountabilities
** Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on   Other responsibilities as assigned by the Lead Advisor  
** Position Qualifications
** Securities or insurance industry experience preferred   Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) 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
* * Interpersonal Skills Must be able to work with all roles of Pinnacle Financial Advisors Must be able to represent the organization in work with external clients

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  to learn more.  You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.
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