Remote Licensed Financial Client Service Administrator

Thrivent; United States; Remote; USD 34,000 - 41,000; Part time

Job summary

Heritage Financial Group is seeking a licensed Client Service Administrator to support financial advisors and clients remotely. The role includes handling calls, account inquiries, and routine administration while facilitating client meetings and communications.

The position requires securities and insurance licensure, strong computer skills, and the ability to manage multiple tasks in a remote, part-time capacity (15–20 hours per week).

Qualifications

• Minimum communication and customer service experience.
• Licensed in securities and insurance as required; must be registered/appointed in all applicable states.
• Strong computer skills and ability to use standard office software.

Responsibilities

• Handle incoming calls and respond to information requests.
• Research inquiries regarding client accounts and provide fund values.
• Assist Advisors with client meetings and follow-up communications.
• Maintain client data in contact management systems and support various programs.

Skills

Customer service

Computer literacy

Tools

Microsoft Word

Excel

PowerPoint

Job description

Heritage Financial Group is seeking a licensed Client Service Administrator to support financial advisors and clients remotely. The role includes handling calls, account inquiries, and routine administration while facilitating client meetings and communications.

The position requires securities and insurance licensure, strong computer skills, and the ability to manage multiple tasks in a remote, part-time capacity (15–20 hours per week).