Client Services Administrator

Summary

This position provides 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, and other administrative tasks as assigned. The 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 $20-24/hr dependent upon experience and licensing held. Benefits include: 2 weeks PTO as well as a negotiable health care and retirement stipend.

There will be an immediate growth track with obtaining Life and Health as well as SIE, 7/66 licensing.

Job Description

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls and responds to requests for information
• 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
• Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings
• Verbal or written communications with prospective or existing customers regarding financial matters
• 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
• Previous financial services industry experience required
• 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.