The Client Relationship Specialist role is centered on ensuring the successful execution and continuous improvement of the client assignment process across the Advisor Ecosystem. This includes maintaining high service standards, actively collecting and acting on feedback, and implementing necessary enhancements. It requires expertise in reporting and dashboarding to identify and address performance outliers, driving consistent improvements. Additionally, the position provides operational support as a subject matter expert, handles client and advisor escalations, and ensures compliance with regulatory and communication requirements. DUTIES & RESPONSIBILITIES: Client Experience Process Ownership & Review - 30% ​ + Monitor client service experience standards, report regularly to Client Relationship Consultant and enact improvements, collect feedback. + Maintain up-to-date business process documentation + Develop resources to support training, comm unication and change management ​ Measurement, Analysis & Insights, Reporting, Improvement - 25% ​ + Salesforce Reporting & Dashboarding​ + Identify outliers, improve performance​ + Enact direction from Client Relationship Consultant on improvements to client experience measured through NPS​ Operational Support - 25% ​ + Serve as a business subject matter expert on client assignment process es . + Work directly with advisors and/or clients as needed + Troubleshoot with users as to why reassignments are not going through ​ + Client & Advisor Escalations - 10% ​ + Research options for resolution​ + Create a summary of fact s and timeline of events​ + Submit recommendations for decisioning​ Compliance & Communications Management- 10% ​ + Ensure various requirements have been met for client-initiated changes, specialized state requirements, regulatory requirements ​ + Ensure client communications and advisor notifications are current and relevant + Models Thrivent’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes . ​ + Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients . Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients . Clients, Financial Advisors, Field Leaders, Teaming and Succession consultants, Business Intelligence team , Field Training, Practice Efficiency Solutions Team, communications/marketing team . QUALIFICATIONS & SKILLS:    Required: + Bachelor’s degree in business, c ommunications or related areas, or equivalency in related acquired training and experience. + 3 + years of experience with project or process management, complex multi-tasking activities or similar experience. + Financial services industry experience is a plus + Lean & continuous improvement skills /certification a plus + Customer service and d emonstrated ability to navigate escalated situations + Demonstrated project management skills – success in managing, prioritizing, and organizing multiple projects at once + Excellent communication skills – oral, written, presentation and interpersonal + Proven ability to think proactively to anticipate needs and prepare accordingly + Demonstrated sound decision-making skills and service-minded attitude + Strong execution skills, with excellent attention to detail and strong follow through + Proven ability to maintain the highest ethical and professional standards + Experience with Microsoft Office Suite; ability to learn other software (Salesforce, etc.) + History of providing high-quality work and gaining trust of colleagues Preferred: + Experience with Salesforce 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 $65,765.00 - $88,976.00 per year, 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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources. 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 Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.