Licensed Client Services Associate

Thrivent; Arkansas City (KS); Presencial; USD 45 000 - 65 000; Tempo integral

Resumo da oferta

Thrivent is seeking a licensed administrative support professional to aid Flint Hills Group and Financial Advisors in handling client inquiries, processing documentation, and supporting daily operations. The role requires securities registrations and insurance licenses, with responsibilities including communication with clients and managing multiple tasks in a fast-paced environment.

Office location in KS, in-office work preferred with flexibility to reside in Central time zone.

Qualificações

• 2+ years of administrative/secretarial experience preferred.
• Securities registrations and insurance licenses/appointments in all required states.

Responsabilidades

• Answer phones and support daily operations for the practice.
• Research inquiries and assist Financial Advisors with client accounts.
• Enter and process documentation in Thrivent computer systems.
• Handle death claims processing and routine correspondence.
• Coordinate client meetings and follow up on meetings.
• Maintain confidentiality and integrity of sensitive information.

Conhecimentos

Customer service

Communication

Multitasking

Discretion/confidentiality

Ferramentas

Microsoft Word

Microsoft Excel

PowerPoint

Descrição da oferta de emprego

Thrivent is seeking a licensed administrative support professional to aid Flint Hills Group and Financial Advisors in handling client inquiries, processing documentation, and supporting daily operations. The role requires securities registrations and insurance licenses, with responsibilities including communication with clients and managing multiple tasks in a fast-paced environment.

Office location in KS, in-office work preferred with flexibility to reside in Central time zone.