Thrivent · 15 hours ago

Client Services Administrator (Practice Support Associate)

White Bear Lake, MN

Full-time

Remote

Entry Level

$65K/yr - $80K/yr

2+ years exp

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Responsibilities

Assists Financial representatives in the preparation and follow up for the client/member meetings

Collaborates with advisors to assist clients with account/product changes (new or existing)

Incoming/outgoing client communication via phone, email, text

Obtaining customer financial information

Utilizing electronic (and paper) application systems to help facility new account or servicing existing accounts through the full process from start to finish

Support advisor and client questions and transactions with brokerage, mutual fund, annuity and/or insurance products, if appropriately licensed

Accepting and/or entering incoming and outgoing transactions and trade requests.

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

Collaborates with the Director of Financial Planning and Operations to support and improve certain functions of financial planning service. This includes utilization of financial planning software such as MoneyGuidePro along with other analysis software tools (Morningstar Advisor Workstation, Tax What If, Social Security Pro)

Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature

Explain, discuss or interpret insurance coverage and direct to home office support resources as necessary

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

This is a non-selling positing.

Qualification

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