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Thrivent · 3 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 financial advisors and their clients. The Client Service Administrator will focus on delivering client service and advisor support, managing financial accounts, and assisting with marketing and business development activities.

FinanceFinancial ExchangesFinancial ServicesInsurance

Responsibilities

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

Qualification

Securities registrationInsurance licensing’s degree in financeMicrosoft WordMicrosoft ExcelCustomer service orientationWriting skillsDetail orientedProblem solving skillsCommunication skillsTeam-oriented

Required

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