Licensed Client Service Administrator
Thrivent · Minnetonka, MN · 1 mo ago
Customer Service$28–$35/hrFull-time
Position Responsibilities
- Enter trade orders from clients and advisors
- Handle requests for transfers of funds into and out of accounts
- Track money movement to ensure accurate completion and timely trading of accounts
- Complete brokerage account applications and utilize workflows to see them through to account opening
- Take phone calls from clients and answer basic questions
- Prepare reports, correspondence, and special projects
- Update client relationship management system with client information and notes
- Affiliate with Advisors with preparation and follow-up for client meetings
- Complete account maintenance forms for brokerage, mutual fund, annuity, and life insurance
- Cross-train with other operations employees to fill in as needed during absences
Position Qualifications
- Previous industry experience preferred
- Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required
- Strong attention to detail and organizational skills
- Ability to handle multiple tasks and maintain high quality work while experiencing frequent interruptions
- Strong computer aptitude and knowledge of business tools (e.g., Docusign, Microsoft Word, Excel) or ability to learn
- Ability to maintain integrity of sensitive/confidential information
- Knowledge of Wealthscape, Redtail, Salesforce, Black Diamond preferred
Pay
$28-$35/hour depending on licensing and experience
Benefits
- PTO
- disability
- health insurance
- life insurance
- 401K
- bonus plan
Schedule
Full time, Monday – Friday 8:30 a.m. to 4:30 p.m.