Licensed Client Service Specialist (Remote, Part-Time)

Thrivent; California; Remote; USD 34,000 - 41,000; Part time

Job summary

Heritage Financial Group is seeking a part-time Licensed Client Service Administrator to support Financial Advisors and clients, handling inquiries about accounts and assisting with daily operations such as phone and email management. The role requires securities registrations (Series 7 & 66 or 7,63 & 65), insurance licensing, and willingness to complete Long Term Care training in appropriate states.

Remote, 15-20 hours per week; compensation $25-30/hour depending on experience.

Qualifications

• Must be licensed for securities (Series 7 & 66 or 7,63 & 65) and insurance licensed.
• 2+ years of customer service experience preferred.
• Proficient with Microsoft Office and standard financial software.

Responsibilities

• Handle incoming calls and respond to information requests.
• Research inquiries regarding client accounts.
• Provide fund values and answer questions on securities and insurance products.
• Perform routine administrative duties and prepare correspondence and reports.
• Schedule meetings and update client contact records.
• Support advisors with meetings and product changes; assist with marketing activities.

Skills

Customer service

Multitasking

Communication

Technical aptitude

Education

Securities licensure (required)

Tools

Microsoft Word

Excel

PowerPoint

Job description

Heritage Financial Group is seeking a part-time Licensed Client Service Administrator to support Financial Advisors and clients, handling inquiries about accounts and assisting with daily operations such as phone and email management. The role requires securities registrations (Series 7 & 66 or 7,63 & 65), insurance licensing, and willingness to complete Long Term Care training in appropriate states.

Remote, 15-20 hours per week; compensation $25-30/hour depending on experience.