Licensed Client Services Administrator
Licensed Client Services Administrator
Posted on :
18-05-2025
Employer Active
1 Vacancy
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Job Description
Summary
Ryan VanDeLoo CFP is an independent financial services practice of Thrivent Financial. We take a broadbased approach to helping our clients achieve multiple financial goals. We help 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:
This position provides licensed administrative/insurance/investment support to Ryan VanDeLoo CFP of Thrivent Financial. This position serves as a resource to the Financial Advisor and client/members in handling researching and communicating inquiries regarding their accounts and supports the daily operations of the practice including but not limited to: utilizing Thrivent Financial computer systems and programs in support of client relations case and proposal preparation supporting securities and insurance related tasks and other administrative tasks as assigned. The Licensed Client Services Administrator reports to and is employed by Ryan VanDeLoo CFP of Thrivent Financial.
This position will be out of Oak Creek WI. This position is full time. Compensation for this position is commensurate with education and experience. Range $25$30 per hour. Opportunities for growth available.
Benefits: Paid vacation retirement plan contributions and an annual stipend for health insurance provided.
Job Description
Position Roles/Responsibilities/Accountabilities
- Verbal or written communications with prospective or existing customers regarding financial matters to ensure a high level of customer satisfaction
- Complete redemptions purchases exchanges fund transfers and other financial management requests from clients and/or Financial Advisor
- Explain discuss or interpret insurance coverage
- Assist Financial Advisor in the preparation and follow up for the client meetings
- Collaborate with Financial Advisor to assist client with product changes
- Prepare applications needed to implement recommendations
- Document all client interactions in Salesforce profile
- Additional responsibilities may be assigned in accordance with licensure and business needs
Position Qualifications
- Previous administrative experience desired
- Must hold Series 7/66 licensing
- Must hold WI Life and Health insurance licensing or complete within 3 months of hire
- Demonstrated customer service orientation/experience 2 years preferred
- Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel Outlook Salesforce and DocuSign) 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
- Client Focus
- Excellent communication skills verbal and written
- Ability to work independently prioritize tasks and selfdirect to meet deadlines
- Planning/Organizing
- Analytical Thinker
- Detailoriented
- Teamwork and Collaboration
- Adaptability/Flexibility
- Experience with note taking and archiving preferred
External/Internal Dependencies
- Desire to build relationships and help others
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships within the organization
As part of Thrivent Financial Ryan VanDeLoo CFP 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
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