Client Service Associate - Lakeview Financial Group- Spokane WA
Client Service Associate - Lakeview Financial Group- Spokane WA
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$ 40000 - 60000
1 Vacancy
Job Description
Organization/Business Overview:
Lakeview Financial Group is an independent financial services practice of Thrivent Financial. At Lakeview Financial Group we take a broadbased approach to helping our members achieve multiple financial goals through strategic financial planning and development of financial strategies unique to each client. Thrivent Financial is the nations largest fraternal benefit organization which is a faithbased notforprofit financial services organization with approximately 2.6 million members.
Position Summary:
Lakeview Financial Group is looking for a selfmotivated individual who thrives working not only independently but also with a team. The Associates main responsibilities will include assisting advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs assisting with drafting financial plans and reports; accepting and/or entering securities trade orders from customers; providing fund values and answering securities productrelated questions; assisting with the management of investment models; and participating in occasional marketing events that may occur during nonbusiness hours.
Position Requirements:
- Bachelors degree preferred
- Must have or attain securities Series 7 and 66 within six months of employment as well as insurance licensing.
- Interested in understanding economic trends regulations and other factors affecting client investments
- Very detail oriented and organized
- Excellent problem solving and communication skills
- Ability to flourish in a fastpaced environment
- Ability to maintain integrity of sensitive/confidential information
- Work well in a teamoriented environment
- Demonstrate an ability to develop and cultivate relationships
- Accept feedback and constructive criticism well
- Pass any applicable preemployment tests
- Be able to demonstrate customer service orientation/experience obtained in any field
- Proficient in Microsoft Word Outlook and Excel
Compensation:
Salary range of $40000$60000 corresponding to the candidates experience level and credentials. Package includes annual bonus opportunity after one years employment as well.
As part of Lakeview Financial Group verification of a candidates background will need to be completed as part of the hiring process. Fingerprints will be required as part of the 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 TIMIs Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race religion color sex gender identity sexual orientation pregnancy national origin age disability marital status citizenship status military or veteran status genetic information or any other status protected by applicable local state or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation please let us know by sending an email toor calland request Human Resources.
Required Experience:
IC
Employment Type
Full-Time
