Financial Services Client Support Specialist

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

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.