Client Service Administrator, Licensed
Core
Licensed administrative support handling client inquiries, account research, and securities/insurance tasks for Financial Advisors.
Role type
Licensed Client Service Administrator
Builds
Client support and administrative operations for Heritage Financial Group
Domain
Financial Services / Securities & Insurance
Deliverable
client delivery
Required skills
Securities registration (Series 7, 66/63/65), Insurance licensing/appointment, Administrative support, Client communication, Trade order processing, Insurance policy issuance
Preferred skills
2+ years customer service experience, Long Term Care training, Variable product licensing
Technologies
Thrivent Financial computer systems, Microsoft Office
Responsibilities
Answering phones and handling client inquiries, Researching account information, Processing securities trade orders, Issuing insurance certificates and binders, Scheduling client meetings, Updating contact management systems, Conducting due diligence for product recommendations
Seniority
Individual Contributor, Licensed Professional