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Thrivent · 2 weeks ago

Licensed Client Service Administrator

Perryville, MO

Full-time

Onsite

Mid Level

$21/hr - $24/hr

Thrivent is a financial services organization seeking a Licensed Client Service Administrator to provide administrative support to SEMO Financial Advisors. The role involves handling inquiries, managing client accounts, and supporting daily operations within the practice.

FinanceFinancial ExchangesFinancial ServicesInsurance

Responsibilities

Prepare correspondence, reports, and coordinate special projects

Oversee projects, administration of various programs, and processing functions as needed

Drive client facing activity in the practice by scheduling meetings with clients

Update Salesforce with client contact and preference information

Assist Lead Advisors with preparation and follow up for client meetings

Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on

Research products, product pricing and contacting carriers for information

Answer basic questions for clients

Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve

Set up and retrieve reports in the portfolio management system

Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services

Collaborate with financial associates to assist customer/member to purchase, sell, hold or exchange securities products

Verbal or written communications with prospective or existing customers regarding financial matters

Conducting substantive research or gathering information that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.)

Obtaining customer financial and/or suitability information

Accepting and/or entering securities trade orders from customers, including unsolicited trade orders

Support questions and transactions with variable insurance and annuities products, if appropriately licensed

Additional responsibilities may be assigned in accordance with licensure and business needs

Communicate with customers whether requested coverage is or will be bound or issued

Issues certificates of insurance, endorsements, binders, commitments, or insurance contracts

Additional responsibilities may be assigned in accordance with licensure and business needs

Manually enter information provided by the FA into electronic application systems and email, lock sign or submit

Qualification

Securities registrationInsurance licenseLong Term Care trainingTechnical computer aptitudeSalesforceAdaptability/FlexibilityCommunicationInterpersonal SkillsTeamworkCollaboration

Required

Must be securities registered (series 6/63, 7/63, 7/63/65 or 7/66)

Must be insurance licensed/appointed

Must be securities registered, and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration

Must be willing to complete the appropriate Long Term Care training required in the states in which support work would be conducted

If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products

Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn

Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

Ability to maintain integrity of sensitive/confidential information

Basic understanding of our products and services, and Thrivent Financial