SECTION I · THE BRIEF

Brief #45647Updated 10 SEP 2026PA - HUMMELSTOWNWorkdayFINANCIAL SERVICES COMPANIES

Employbl Company Profile

Client Service Administrator

Thrivent Financial for Lutherans (marketing name Thrivent) , is an American Fortune 500 not-for-profit financial services organization headquartered in Minneapolis, Minnesota, and Appleton, Wisconsin, and founded by…

Location: PA - Hummelstown
Company size: —
Posted: 4d ago
Via: Workday

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01Comp band & equity packageLocked
02Seniority & experience requirementsLocked
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Job listing · Updated 10 SEP 2026

Client Service Administrator

Thrivent· PA - HummelstownView company profile

Job title

Client Service Administrator

Job location

PA - Hummelstown

Job listing URL

https://thrivent.wd5.myworkdayjobs.com/external/job/PA---Hummelstown/Client-Service-Administrator_REQ-48142-1

Job description

Summary

Roots Financial Group, an established financial services practice for Thrivent in Hummelstown, PA is looking for a full-time Client Service Administrator. If you have a heart for service and a passion for helping others, we’d like to connect with you.

Position summary:
The Client Service Administrator supports the team at Roots Financial by completing organizational and customer service related tasks that keep the practice running. They coordinate communication between clients and all departments as well as assist in prioritizing workflows for the team’s Financial Advisors.

This role is critical to keeping the daily operations of the practice running, including, but not limited to utilizing Thrivent computer systems and programs in support of client relations and planning activities of the Financial Advisors, supports securities and insurance-related tasks and other administrative tasks as assigned. This is a fast-paced, detail-oriented position that requires the ability to multi-task and balance numerous demands and timelines simultaneously. If you would like to work with a team that values deep, meaningful, long-term customer relationships and proactive concierge customer service, then this role is a great fit for you. The Client Service Administrator reports to and is employed by Roots Financial Group.

This is an in-office position.
Compensation is $15-17/hr depending upon experience.

Job Description

Position Responsibilities

Act as a phone receptionist – receive incoming calls, respond to general questions, gather details around client needs
Enter and maintain client information and interactions into various client relationship management systems
Meet and greet clients at Hummelstown location
Maintain, coordinate, and schedule client meetings with Financial Advisors
Prepare documentation, agendas, and reports in advance of client meetings
Communicate post-meeting summary, follow up, and action items to clients
Complete forms for basic policy and account updates
Research and respond to client inquiries
Assist with marketing and logistics for events, conferences, social media, and overall branding
Process and distribute incoming physical mail; send outgoing mail
Assist in creating welcoming office environment for clients, guests, and colleagues
Complete other miscellaneous tasks as assigned by Financial Advisors

Benefits:

11 Office Holidays
Simple IRA with match after 1 year of service

Position Qualifications

Previous customer service orientation/experience, 2+ years preferred
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information

As part of Roots Financial Group's our 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.

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