Client Services Administrator
Client Services Administrator
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Salary Not Disclosed
1 Vacancy
Job Description
Summary
Arch City Financial Advisors is an independent financial services practice of Thrivent Financial. We take a broadbased approach to helping our clients achieve multiple financial goals. Arch City Financial Advisors helps our clients analyze their current situation develop indepth financial programs and help them implement an integrated financial strategy.Thrivent Financial is a faithbased notforprofit financial services organization with approximately 2.6 million clients. As the nations largest fraternal benefit society were here solely to help others. We help every day through the financial solutions we offer the client activities we support and the resources we provide to the Christian community and nonprofit organizations.
Position summary:
The Client Service Administrator (CSA) position is critical for achieving leverage of the advisors time. This position supports daily operations of the practice including responding to client service requests completing post meeting work maintaining client information and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Arch City Financial Advisors.
This position has an immediate growth track to obtain the Missouri Life and Health insurance license as well as the FINRA securities licensing (SIE 7/66 within the first 6 months of hire to be promoted to the Licensed Client Service Administrator role.
Benefits include: Salary of $annually and PTO.
Job Description
Position Roles/Responsibilities/Accountabilities
- Prepare correspondence reports and coordinate special projects
- Oversee projects administration of various programs and processing functions as needed
- Drive client facing activity in the practice by scheduling meetings with clients
- Update Salesforce with client contact and preference information
- Assist Lead Advisors with preparation and follow up for client meetings
- Attend client meetings and take notes to ensure all followup tasks meeting notes and next steps are properly documented and actioned on
- Research products product pricing and contacting carriers for information
- Answer basic questions for clients
- Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve
- Set up and retrieve reports in the portfolio management system
- Other responsibilities as assigned by the Lead Advisor
Position Qualifications
- Securities or insurance industry experience 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 services and Thrivent Financial
Competencies
- Planning/Organizing
- Client Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the Arch City Financial Advisors
- 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 Arch City Financial Advisors recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting process. In addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
