Client Service Administrator

Appleton, WI - USA

Yearly Salary: $ 60000 - 70000

Posted on: 11 hours ago

Vacancies: 1 Vacancy

Job Summary

The Client Service Administrator (CSA) position is critical for achieving leverage of the advisors time. Role 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 Practice Support Associate reports to and is employed by Heart of the Valley Wealth Advisors.

This position can be remote or hybrid in the Appleton area. Hours are Monday - Friday 8 a.m. to 4 p.m. CST. Compensation ranges between $ annually dependent upon experience and licensure held. Benefits include: 401K plus match PTO holiday pay and medical benefits.

Responsibilities

Oversee projects administration of various programs and processing functions as needed
Assist with preparation and follow up for client meetings
Attend client meetings and take notes
Research and respond to client inquiries
Answer basic questions for clients
Fill out Variable Life/Variable Annuity/Mutual Fund/Brokerage applications
Show clients how to access their accounts and read statements
Handle requests for transfers of funds in and out of accounts
Fill out necessary forms for opening or maintaining accounts
Set up and retrieve reports in the portfolio management system
Other responsibilities as assigned by the team leadership

Qualifications

Previous industry experience required (robust internship acceptable)
Securities (6/63 7/66 or 7/63 & 65) and Life Health and Annuity registration required before onboarding
Expert knowledge of Office applications
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information

As part of Heart of the Valley Wealth Advisors recruiting/hiring/contracting process a verification of a candidates background will be made to complete the process. Fingerprints will be required as part of FINRA registration process a 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:

Unclear Seniority

Responsibilities

Oversee projects administration of various programs and processing functions as needed
Assist with preparation and follow up for client meetings
Attend client meetings and take notes
Research and respond to client inquiries
Answer basic questions for clients
Fill out Variable Life/Variable Annuity/Mutual Fund/Brokerage applications
Show clients how to access their accounts and read statements
Handle requests for transfers of funds in and out of accounts
Fill out necessary forms for opening or maintaining accounts
Set up and retrieve reports in the portfolio management system
Other responsibilities as assigned by the team leadership

Qualifications

Previous industry experience required (robust internship acceptable)
Securities (6/63 7/66 or 7/63 & 65) and Life Health and Annuity registration required before onboarding
Expert knowledge of Office applications
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information

Pay Transparency