Client Service Administrator - Maar Financial Group
Core
Provide licensed financial and non-financial support to Thrivent Financial for Lutherans Financial Advisors, serving members and their families with securities, investment advisory, and life/health/annuity products.
Role type
Client Service Administrator (Financial Advisor Associate)
Builds
Financial plans, reports, and client service solutions for Thrivent members
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
securities registration (SIE, Series 7, Series 66), insurance licensing, case and proposal preparation, trade order entry, financial plan drafting, client prospecting and marketing, Microsoft Office proficiency
Preferred skills
business or finance degree, understanding of economic trends and regulations, customer service experience
Responsibilities
Answer client questions regarding insurance and financial accounts; assist advisors with meeting preparation, forms, and transactions; accept and enter securities trade orders; contact clients for service matters; participate in marketing events; draft financial plans and reports
Seniority
Entry-level to Mid-level, hands-on IC