Financial Services Client Associate - Part Time

Thrivent; Topeka (KS); On-site; USD 25,000 - 28,000; Full time

Job summary

Flint Hills Group, an independent financial services practice of Thrivent Financial, seeks a Client Service Administrator to support daily operations and client service requests. The role is a 1099 position with 18–20 USD/hour, 25–30 hours weekly, in-office in Manhattan/Council Grove, KS or reside in Central time zone.

This position offers growth toward KS Life & Health insurance licensing and FINRA exams. Candidates should be comfortable with MS Word, Excel, PowerPoint, and managing multiple

Qualifications

• Experience in financial services preferred.
• Comfort with standard business software and learning new tools.
• Ability to manage multiple tasks with interruptions.

Responsibilities

• Prepare correspondence, reports, and coordinate special projects.
• Oversee projects and processing functions as needed.
• Drive client-facing activity by scheduling meetings with clients.
• Update client information in Salesforce or similar CRM systems.
• Assist Lead Advisors with meeting prep and follow-up.
• Attend client meetings and document next steps and action items.
• Research products, pricing, and carrier information.
• Assist with forms for opening or maintaining accounts.

Skills

Technical aptitude

Multitasking

Confidentiality

Communication skills

Client-facing support

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Flint Hills Group, an independent financial services practice of Thrivent Financial, seeks a Client Service Administrator to support daily operations and client service requests. The role is a 1099 position with 18–20 USD/hour, 25–30 hours weekly, in-office in Manhattan/Council Grove, KS or reside in Central time zone.

This position offers growth toward KS Life & Health insurance licensing and FINRA exams. Candidates should be comfortable with MS Word, Excel, PowerPoint, and managing multiple