Licensed Client Service Administrator

Summary

This position provides insurance licensed administrative support to an experienced Financial Practice. This position serves as a resource to Financial Advisors and client / members in handling, researching and communicating inquiries regarding their customer accounts and insurance needs and supports the daily operations of the practice, including, but not limited to : answering the phones, meeting / greeting members, handling / distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supporting insurance related tasks, and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by the practice.

This full-time role is fully in-office out of Perryville, MO.

Hours : Monday- Friday; 9a - 5pm

Compensation is between $21-24 / hr. depending on experience. PTO available to start. There are no benefits offered with this position.

The practice is looking for someone eager to grow their career and take on increasing responsibilities as part of the team.

Position Roles / Responsibilities / Accountabilities

• 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 product-related questions and / or questions related to investment advisory services (including variable insurance and annuities if appropriately licensed)
• Collaborate with financial associates to assist customers / members to purchase, sell, hold or exchange securities products
• Verbal or written communications with prospective or existing customers regarding financial matters
• Conduct substantive research or gather information used for securities product recommendations or investment advice
• 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
• Manually enter information provided by the FA into electronic application systems and email, lock sign or submit

Position Qualifications

Competencies

External / Internal Dependencies

As part of the practices' recruiting / hiring / contracting process, a verification of a candidate\'s background will be made to complete the process. Fingerprints will be required for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

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