Licensed Client Services Specialist

Thrivent; Town of Germantown (WI); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health insurance premium reimbursement

Paid Time Off (PTO)

Volunteer Time Off (VTO)

Simple IRA with employer match

Job summary

Gateway Associates’ Client Services Administrator coordinates with the advisory team to prepare and send applications for implementing recommendations. The role tracks underwriting progress, processes brokerage transactions, and maintains documentation to ensure efficient service for clients.

Licensing requirements include Series 7/66 and state Life & Health licenses; strong communication and detail orientation are essential in a fast-paced financial services environment.

Qualifications

• Series 7/66 licensing
• State Life and Health insurance licensing
• Experience working with financial advisors on implementation
• Excellent communication skills, verbal and written

Responsibilities

• Prepare applications to implement recommendations for client meetings.
• Track insurance applications through underwriting.
• Monitor pending recommendation implementation to ensure tasks are completed.
• Prepare and send client paperwork related to money movement and account services.
• Process brokerage transactions as requested by advisory/planning team.
• Follow-up with clients to ensure paperwork is completed.
• Track transaction and service progress after paperwork processing.
• Become team expert in paperwork, transactions and applications.
• Maintain team procedures for processing transactions and paperwork.
• Adapt procedures to Thrivent changes/new efficiencies.
• Serve as point of contact to research and resolve processing issues with the home office.
• Research and help develop procedures for new product lines/products.

Skills

Excellent communication

Tools

Microsoft Word

Excel

Outlook

Salesforce

DocuSign

Job description

Gateway Associates’ Client Services Administrator coordinates with the advisory team to prepare and send applications for implementing recommendations. The role tracks underwriting progress, processes brokerage transactions, and maintains documentation to ensure efficient service for clients.

Licensing requirements include Series 7/66 and state Life & Health licenses; strong communication and detail orientation are essential in a fast-paced financial services environment.