Client Service Administrator - Financial Services Growth Path

Thrivent; Kansas; In loco; USD 25.000 - 28.000; Part-time

Descrizione del lavoro

Flint Hills Group, an independent financial services practice of Thrivent Financial, seeks a Client Service Administrator to support daily operations, respond to client service requests, and maintain client information. This 1099 role is in-office in Manhattan or Council Grove, KS, or remote for those in the Central time zone, at 25–30 hours per week.

You will drive scheduling, update Salesforce, assist advisors, and handle forms and reports, with growth to KS Life & Health licensing and FINRA

Competenze

• Experience in financial services preferred.
• Strong computer skills with MS Word, Excel, and PowerPoint.
• Able to manage multiple tasks with accuracy.
• Ability to handle confidential information.
• Understanding of Flint Hills Group and Thrivent products is helpful.

Mansioni

• 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.
• Other responsibilities as assigned by the Lead Advisor.
• Completes other miscellaneous tasks as assigned.

Conoscenze

Financial services experience

MS Office

Multitasking

Data confidentiality

Strumenti

Microsoft Word

Microsoft Excel

PowerPoint

Descrizione del lavoro

Flint Hills Group, an independent financial services practice of Thrivent Financial, seeks a Client Service Administrator to support daily operations, respond to client service requests, and maintain client information. This 1099 role is in-office in Manhattan or Council Grove, KS, or remote for those in the Central time zone, at 25–30 hours per week.

You will drive scheduling, update Salesforce, assist advisors, and handle forms and reports, with growth to KS Life & Health licensing and FINRA