Thrivent · 1 day ago
Client Service Administrator
Appleton, WI
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $70K/yrThrivent is a financial services organization, and they are seeking a Client Service Administrator to support daily operations of the practice. The role involves responding to client service requests, maintaining client information, and assisting with various administrative tasks to enhance the advisor’s efficiency.
FinanceFinancial ExchangesFinancial ServicesInsurance
Responsibilities
Oversee projects, administration of various programs, and processing functions as needed
Assist with preparation and follow up for client meetings
Attend client meetings and take notes
Research and respond to client inquiries
Answer basic questions for clients
Fill out Variable Life/Variable Annuity/Mutual Fund/Brokerage applications
Show clients how to access their accounts and read statements
Handle requests for transfers of funds in and out of accounts
Fill out necessary forms for opening or maintaining accounts
Set up and retrieve reports in the portfolio management system
Other responsibilities as assigned by the team leadership
Qualification
Required
Previous industry experience required (robust internship acceptable)
Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required before onboarding
Expert knowledge of Office applications
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Benefits
401K plus match
PTO
Holiday pay
Medical benefits
Company
Thrivent
Thrivent is a financial services organization that helps Christians be wise with money and live generously.
Founded in 1902
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Teresa J. Rasmussen
President & CEO
Kelly Baker
Executive Vice President, Chief Human Resources Officer
Recent News
2025-11-28
Company data provided by crunchbase