Licensed Client Services Specialist for Financial Advisors

Thrivent Financial; Topeka (KS); On-site; USD 33,000 - 39,000; Part time

Job summary

Thrivent Financial is seeking a licensed administrative support professional for Flint Hills Group. The role serves Financial Advisors and clients, handling inquiries, processing paperwork, and supporting securities and insurance tasks.

This position operates as a 1099 contractor in Kansas, with options to work in Manhattan/Council Grove or remotely within the Central Time Zone. Responsibilities include research on client accounts, processing of claims, and coordination of routine

Qualifications

• Demonstrated customer-service orientation and experience (2+ years preferred).
• Strong technical computer aptitude and ability to learn business tools.
• Must be securities registered and insurance licensed/appointed in applicable states.

Responsibilities

• Research inquiries regarding client accounts and track pending business.
• Process death claims and provide fund values and product questions.
• Enter trade orders and support securities/variable insurance products as licensed.
• Assist Financial Advisors with client meetings and follow-ups.

Skills

Customer service

Multitasking

Communication

Technical aptitude

Education

Securities license (Series 7/66/63/65)

Tools

Microsoft Word

Excel

PowerPoint

Job description

Thrivent Financial is seeking a licensed administrative support professional for Flint Hills Group. The role serves Financial Advisors and clients, handling inquiries, processing paperwork, and supporting securities and insurance tasks.

This position operates as a 1099 contractor in Kansas, with options to work in Manhattan/Council Grove or remotely within the Central Time Zone. Responsibilities include research on client accounts, processing of claims, and coordination of routine