Customer Service Coordinator - Thrivent Financial for Lutherans

Summary

Emerald Financial Group is a growing independent financial services practice of Thrivent. We take a broad-based approach to help our clients achieve multiple financial goals. With over 100 years of financial industry experience backing our practice, we're primed for continued growth. Our team is committed to delivering exceptional service and building lasting relationships with our clients. We have a friendly, genuine, family-like team whose passion shines through our work each and every day.

Position Summary

We are looking for a determined and energetic Customer Service Coordinator to join our team as the backbone of our operations. The right candidate for this role will be detail-oriented, operationally focused, and highly motivated. Are you someone who enjoys going the extra mile to provide an exceptional customer experience, and find excitement, not stress, in managing client scheduling and administrative tasks then this is the position for you!

Position Overview

As the first point of contact for visitors and callers, the Customer Service Coordinator plays a key role in delivering outstanding customer service and ensuring smooth office operations. This role requires excellent organizational skills, the ability to coordinate calendars, handle scheduling conflicts, and maintain clear communication with all parties. You will be responsible for greeting guests, answering and directing phone calls, managing correspondence, and supporting general office activities in a professional and efficient manner. The customer service coordinator is employed by Emerald Financial Group. Compensation ranges between $20-24/hr dependent upon experience.

Compensation and benefits

• Competitive pay and performance-based bonuses

• Medical, Dental, and Vision Benefits after 90-day introductory period

• Retirement savings plan with company match

• Paid time off

• Holiday Pay

• Professional development opportunities

• Hours: 8:00am- 5:00pm

• Location(s): Rochester, MN

Job Description

Position Roles/Responsibilities/Accountabilities

• Coordinate and schedule appointments, meetings, and events for internal teams and clients

• Update the contact management system with client/member contact and preference information (Salesforce)

• Greet clients and visitors when they arrive to our practice

• Answer 5-10 incoming calls a day and disperse them and any messages appropriately

• Maintain office supply inventory and processing mail

• Maintain internal mailing lists, birthday card lists, and monthly calling lists

• Ensure the reception and common areas are kept clean, organized, and presentable at all times

• Completes other miscellaneous tasks as assigned

Position Qualifications

• Previous experience working in scheduling

• Expert knowledge of Office applications

• Knowledge of CRM systems, phone systems and office equipment

• Ability to maintain integrity of sensitive/confidential information

• Ability to identify issues and find solutions quickly, keeping operations running smoothly while experiencing frequent interruptions

Competencies

• Professional, friendly, and approachable demeanor

• Excellent verbal and written communication skills, and you're comfortable interacting with clients and colleagues

• Meticulous and highly organized, ensuring all tasks are completed with accuracy

• Punctual and reliable, with a strong work ethic

As part of Emerald Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.