Licensed Client Services Associate - Financial Advisor Support

Thrivent; Kansas; On-site; USD 40,000 - 60,000; Full time

Job summary

Thrivent is seeking a licensed administrative support professional to assist Flint Hills Group by handling client inquiries, processing documents, and supporting daily operations for financial advisors. You will manage phone calls, pending business, and securities/insurance related tasks while maintaining confidentiality and accuracy.

The role requires securities registrations and insurance licenses across states, with training as needed.

Qualifications

• Demonstrated customer service orientation/experience, 2+ years preferred.
• Ability to handle multiple tasks with interruptions and maintain quality.

Responsibilities

• Answer phones and manage pending business.
• Handle documentation and paperwork for client accounts.
• Research and communicate inquiries regarding client accounts.
• Process and enter securities orders from customers.
• Coordinate and support meetings for Financial Advisors.
• Ensure compliance with licensing requirements in all states.

Skills

Customer service orientation

Task prioritization

Strong computer skills

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Thrivent is seeking a licensed administrative support professional to assist Flint Hills Group by handling client inquiries, processing documents, and supporting daily operations for financial advisors. You will manage phone calls, pending business, and securities/insurance related tasks while maintaining confidentiality and accuracy.

The role requires securities registrations and insurance licenses across states, with training as needed.