Financial Services Support Specialist – Client & Trade Ops

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

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.