What are the responsibilities and job description for the Licensed Client Services Administrator position at Thrivent Financial?
Summary
This position provides licensed administrative support to Clarity Wealth Group. This position serves as a resource to Financial Advisors and client / members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to : answering the phones, meeting / greeting members, handling / distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned. The Licensed Client Services Administrator reports to and is employed by Clarity Wealth Group.
This position is full time and in office. Working Monday - Friday 9 a.m. to 5 p.m. Compensation ranges between $25-30 / hr dependent upon experience and licensing held. Benefits include : 2 weeks PTO as well as a negotiable health care and retirement stipend.
Job Description
Position Roles / Responsibilities / Accountabilities
Handles incoming telephone calls and responds to requests for information
Researches inquiries regarding client accounts
Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and / or questions related to investment advisory services
Performs routine administrative duties such as maintaining office supplies and processing mail
Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
Supports projects, administration of various programs, and processing functions as needed
Drives client / member facing activity in the practice by scheduling meetings with client / members on behalf of the practice’s Financial Advisors
Updates the contact management system with client / member contact and preference information
Assists Financial Advisors in the preparation and follow up for the client / member meetings
Collaborates with financial associates to assist client with product changes
Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings
Verbal or written communications with prospective or existing customers regarding financial matters
Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc)
Obtaining customer financial information
Accepting and / or entering securities trade orders from customers, including unsolicited trade orders
Explain, discuss, or interpret insurance coverage; analyze exposures or contracts
Indicate to customer that requested coverage is or will be bound or issued
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
Support questions and transactions with variable insurance and annuities products, if appropriately licensed
Additional responsibilities may be assigned in accordance with licensure and business needs
Position Qualifications
Previous administrative / secretarial experience desired
Must be securities registered (series 7 & 66).
Must be insurance licensed / appointed
Must be securities registered and insurance licensed / appointed in all states in which they are performing activities requiring licensing and registration.
Must be willing to complete the appropriate Long Term Care training required in the states in which support work would be conducted.
If work on variable insurance or annuities is conducted, must be appropriately licensed / appointed and registered for variable products.
Demonstrated customer service orientation / experience, 2 years preferred
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive / confidential information
Basic understanding of our products and services, and Thrivent Financial
Competencies
Planning / Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability / Flexibility
External / Internal Dependencies
Must be able to work with all roles of Clarity Wealth Group
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
As part of Clarity Wealth Group's recruiting / hiring / contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.
Salary : $25 - $30
