Customer Service Officers

Thrivent; Kansas City (MO); On-site; USD 42,000 - 65,000; Full time

Job summary

Thrivent seeks a licensed administrative support professional to assist Flint Hills Group and its Financial Advisors. You will handle inquiries, support accounts, and manage daily operations including phones, documentation, and entry into Thrivent's systems.

In this role you will assist with securities and insurance tasks, coordinate meetings, and help clients with product changes while maintaining confidentiality and accuracy.

Qualifications

• 2+ years of customer service experience preferred.
• Securities registered and insurance licensed/appointed where required.
• Ability to handle multiple tasks with high accuracy.

Responsibilities

• Provide licensed administrative support to Financial Advisors and clients.
• Answer phones, manage pending business, and process documentation.
• Enter securities trades and support insurance product transactions as licensed.
• Prepare routine correspondence and assist with client meetings.

Skills

Customer service

Multitasking

Communication

Computer literacy

Tools

Microsoft Word

Excel

PowerPoint

Job description

This position provides licensed administrative support to Flint Hills Group. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, managing pending business, handling documentation and paperwork, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned. The Practice Support Associate reports to and is employed by Flint Hills Group.Applicants can either go in office to the Manhattan/Council Grove, KS offices or must reside in Central time zone. Researches inquiries regarding client accounts and tracking pending businessManage and processing of death claimsPrepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine natureSupports projects, administration of various programs, and processing functions as neededAssists Financial Advisors in the preparation and follow up for the client/member meetingsCollaborates with financial associates to assist client with product changesVerbal or written communications with customers regarding financial mattersObtaining customer financial informationAccepting and/or entering securities trade orders from customers, including unsolicited trade ordersIndicate to customer that requested coverage is or will be bound or issuedSupport questions and transactions with variable insurance and annuities products, if appropriately licensedManually enter information provided by the FA into electronic application systems and email, lock sign or submit.Previous administrative/secretarial experience desiredMust be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration.Must be willing to complete the appropriate Long-Term Care training required in the states in which support work would be conducted.Demonstrated customer service orientation/experience, 2+ years preferredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of our products and services, and Thrivent FinancialPlanning/OrganizingCustomer FocusFingerprints will be required as part of FINRA registration process a 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.Pay TransparencyThrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.Thrivent is committed to providing reasonable accommodation to individuals with disabilities.