Licensed Client Services Specialist (Part-Time)

Thrivent; Oregon; Hybrid; USD 33,000 - 39,000; Part time

Job summary

Thrivent provides licensed administrative support to Flint Hills Group. This 1099 position serves as a resource to Financial Advisors and clients, handling inquiries regarding accounts and supporting daily operations, including answering phones, managing pending business, and handling documentation using Thrivent systems.

This role is 25–30 hours per week with compensation of $24–$28 per hour based on licensure and experience; in-office at Manhattan/Council Grove, KS, or remote for candidates in

Qualifications

• Demonstrated customer service orientation/experience; 2+ years preferred.
• Strong technical computer aptitude and knowledge of business tools (Word, Excel, PowerPoint) or ability to learn.

Responsibilities

• Researches inquiries regarding client accounts and tracking pending business.
• Processes death claims and provides fund values; answers product-related questions.
• Handles securities trade orders from customers, including unsolicited orders.
• Prepares routine correspondence, reports, and special projects of a routine nature.
• Supports projects and administrative functions as needed; updates CRM with client information.
• Assists Financial Advisors in meeting preparation and follow-up with clients/members.

Skills

Customer service

Computer skills

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Thrivent provides licensed administrative support to Flint Hills Group. This 1099 position serves as a resource to Financial Advisors and clients, handling inquiries regarding accounts and supporting daily operations, including answering phones, managing pending business, and handling documentation using Thrivent systems.

This role is 25–30 hours per week with compensation of $24–$28 per hour based on licensure and experience; in-office at Manhattan/Council Grove, KS, or remote for candidates in