Client Service Administrator - Maar Financial Group

Thrivent; Valparaíso; On-site; CLP 47,801,000 - 59,273,000; Full time

Job summary

Maar Financial Group is seeking a self-motivated Client Service Administrator to support financial advisors with client inquiries, account processing, and marketing activities. The role includes event participation, drafting plans, and assisting with data and reports to enhance member service.

The position emphasizes licensing development (life/health and securities) and strong writing and organizational skills within a team-focused environment.

Qualifications

• Must have or be willing to obtain life and health license.
• Interest in securities licensing (SIE, Series 7 and 66) as part of advancement.
• Excellent writing skills and ability to communicate clearly.

Responsibilities

• Provide client service along with advisor support: answer questions regarding insurance and financial accounts.
• Assist advisors with meeting preparation, forms, and transactions for financial accounts.
• Support projects and administer various programs; draft financial plans and reports.

Skills

Licensing readiness

Excellent writing

Detail oriented

Team collaboration

Customer service

Tools

Microsoft Word

Outlook

Excel

Job description

Job Description

This position provides licensed financial and non-financial support to Maar Financial Group and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of “community” with and among members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Position Summary

Maar Financial Group is looking for a self-motivated individual who thrives working not only independently but also with a team. The Client Service Administrator’s main responsibilities will include providing client service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting financial plans and reports; contacting clients for service related matters; and, participating in occasional marketing events that may occur during non-business hours.

Compensation

Compensation will be market and situation-based, corresponding to the candidate’s experience level and credentials. The package will include a competitive salary, annual bonus opportunity after one year’s employment, and participation in a 401(k) plan. Option of medical.

Salary Range based on license status and experience: $50,000 - $62,000

Position Roles/Responsibilities/Accountabilities

• Must have or willing to obtain life and health license
• Interest in attaining securities licensing (SIE, Series 7 and 66) as part of advancement
• Interested in understanding financial/compliance regulations and economic factors affecting client accounts
• 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
• Must be able to work with all roles of the Maar Financial Group.
• Must be able to represent the organization in work with external clients.
• Must be able to cultivate and maintain relationships with outside organizations.

As part of Maar Financial Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process 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.