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Thrivent · 4 months ago

Client Service Administrator - Maar Financial Group

Crete, IL

Full-time

Onsite

New Grad, Entry Level

$46K/yr - $58K/yr

Thrivent is a financial services organization that provides support to its members and their families. The Client Service Administrator will focus on providing licensed financial and non-financial support to Maar Financial Group, assisting financial advisors with client service, meeting preparation, and various administrative tasks.

FinanceFinancial ExchangesFinancial ServicesInsurance

Responsibilities

Answering client questions regarding insurance and financial accounts

Assist advisors with meeting preparation and assisting with forms and transactions for financial accounts

Supporting projects and the administration of various programs

Assisting with drafting financial plans and reports

Accepting and/or entering securities trade orders from customers

Contacting clients for service related matters

Participating in occasional marketing events that may occur during non-business hours

Qualification

Securities registrationInsurance licensingDegree in financeMicrosoft Office proficiencyCustomer service orientationWriting skillsDetail orientedProblem solving skillsCommunication skillsTeamwork

Required

Bachelor's degree, preferably in a business or finance related field

Must have or be interested in attaining securities registration with SIE, Series 7 and Series 66 within 120 days of employment as well as insurance licensing

Interested in understanding economic trends, regulations, and other factors affecting client investments

Excellent writing skills

Very detail oriented and organized

Excellent problem solving and communication skills

Ability to flourish in a fast-paced environment

Ability to maintain integrity of sensitive/confidential information

Work well in a team-oriented environment

Demonstrate an ability to develop and cultivate relationships

Accept feedback and constructive criticism well

Pass any applicable pre-employment tests

Be able to demonstrate customer service orientation/experience obtained in any field

Proficient in Microsoft Word, Outlook, and Excel