Licensed Client Services Administrator – Remote, Part-Time

Thrivent Financial; Manhattan (KS); Hybrid; USD 33,000 - 39,000; Part time

Job summary

Thrivent Financial seeks a Licensed Client Service Administrator to provide licensed administrative support to the Flint Hills Group in Manhattan, KS. The role is 1099, part-time (25–30 hours weekly), with options to work in-office in Manhattan or Council Grove or remotely within the Central Time Zone.

Responsibilities include handling inquiries on client accounts, processing documents, supporting securities and insurance tasks, and assisting Financial Advisors in client meetings while using

Qualifications

• Must be securities registered (series 7/66, 7/63/65, or 6/63/65).
• Must be insurance licensed/appointed.
• Must be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration.
• Willing to complete the appropriate Long-Term Care training required in the states in which support work would be conducted.

Responsibilities

• Researches inquiries regarding client accounts and tracking pending business.
• Manage and processing of death claims.
• Provides fund values and answers other securities product-related questions and/or questions related to investment advisory services.
• Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature.
• Updates the contact management system with client/member contact and preference information.
• Assists Financial Advisors in the preparation and follow up for the client/member meetings.
• Verbal or written communications with customers regarding financial matters.

Skills

Administrative experience

Customer service

Microsoft Word/Excel/PowerPoint

Strong communication

Education

Securities license/registration (series 7/66, 7/63/65, or 6/63/65)

Insurance license/appointment

State licensing coverage for relevant activities

Willingness to complete Long-Term Care training

Tools

Thrivent systems

Job description

Thrivent Financial seeks a Licensed Client Service Administrator to provide licensed administrative support to the Flint Hills Group in Manhattan, KS. The role is 1099, part-time (25–30 hours weekly), with options to work in-office in Manhattan or Council Grove or remotely within the Central Time Zone.

Responsibilities include handling inquiries on client accounts, processing documents, supporting securities and insurance tasks, and assisting Financial Advisors in client meetings while using