Licensed Client Service Specialist (Remote)

Thrivent Financial; Sacramento (CA); Remote; USD 34.000 - 41.000; Teilzeit

Zusammenfassung

Heritage Financial Group is seeking a part-time Licensed Client Service Administrator to support Financial Advisors and clients remotely. The role handles inquiries, provides fund values, and assists with securities and insurance tasks, while performing routine administrative duties.

This position requires securities registrations (Series 7 & 66 or 7/63/65) and an insurance license, with licensure valid in all states served.

Qualifikationen

• Previous administrative/secretarial experience desired.
• Must hold securities registrations (Series 7 & 66 or 7/63/65) and insurance licenses.
• Willing to complete Long Term Care training where required.
• Strong computer aptitude and knowledge of Microsoft Office.

Aufgaben

• Handles incoming calls and responds to information requests.
• Researches inquiries regarding client accounts and provides fund values.
• Answers securities and related product questions for appropriately licensed clients.
• Performs routine administrative duties and prepares routine correspondence and reports.
• Schedules client meetings and supports client/member meetings.
• Updates the contact management system with client contact information.
• Supports marketing services including direct mail and seminars.

Tools

Microsoft Word

Excel

PowerPoint

Jobbeschreibung

Heritage Financial Group is seeking a part-time Licensed Client Service Administrator to support Financial Advisors and clients remotely. The role handles inquiries, provides fund values, and assists with securities and insurance tasks, while performing routine administrative duties.

This position requires securities registrations (Series 7 & 66 or 7/63/65) and an insurance license, with licensure valid in all states served.