Client Service & Advisor Support Specialist

Thrivent Financial; Crown Point (IN); On-site; USD 46,000 - 58,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus opportunity

Participation in a 401(k) plan

Medical options

Job summary

A financial services organization in Crown Point, Indiana is seeking a Client Service Administrator who will provide licensed financial support. The role involves answering client questions, assisting with transactions, and supporting marketing efforts. Candidates should have a Bachelor’s degree in business or finance and the ability to work well in a team. Competitive compensation is offered with a salary range of $46,000 - $58,000.

Qualifications

• Must have or be interested in attaining securities registration with SIE, Series 7, and Series 66.
• Strong understanding of economic trends and client investment factors.
• Ability to work well in a team-oriented environment.

Responsibilities

• Provide client service along with advisor support.
• Answer client questions regarding insurance and financial accounts.
• Assist with meeting preparation and processing transactions.

Skills

Excellent writing skills

Detail oriented and organized

Excellent problem solving skills

Customer service orientation

Proficient in Microsoft Word, Outlook, and Excel

Education

Bachelor’s degree in business or finance

Job description

A financial services organization in Crown Point, Indiana is seeking a Client Service Administrator who will provide licensed financial support. The role involves answering client questions, assisting with transactions, and supporting marketing efforts. Candidates should have a Bachelor’s degree in business or finance and the ability to work well in a team. Competitive compensation is offered with a salary range of $46,000 - $58,000.