Client Services Administrator

$45,760 - $47,840/Yr

Thrivent - Cranford, NJ

Part-time - Entry Level

Cranford, NJ

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Client Services Administrator (CSA) position at Crane Financial Group is essential for optimizing the advisor's time and enhancing client service operations. This part-time role involves managing client requests, maintaining client information, and supporting various administrative tasks to ensure smooth daily operations within the financial services practice.

Responsibilities

• Handles incoming telephone calls to Crane Financial Group and responds to requests for information
• Prepares correspondence, reports, and coordinates special projects
• Oversees projects, administration of various programs, and processing functions as needed
• Drives client-facing activity in the practice by scheduling meetings with clients
• Updates Salesforce with client contact and preference information
• Assists Lead Advisors with preparation and follow-up for client meetings
• Attends client meetings and takes notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on
• Researches products, product pricing, and contacts carriers for information
• Answers basic questions for clients
• Fills out necessary forms for opening or maintaining accounts and completes applications to the point of signature for advisors to finalize and approve
• Sets up and retrieves reports in the portfolio management system
• Performs other responsibilities as assigned by the Lead Advisor

Requirements

• Securities, finance, 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 Thrivent Financial's products and services

Nice-to-haves

• Life & Health Insurance License
• Communication skills
• Organizational skills

Benefits

• Immediate growth track to obtain the NJ Life and Health Insurance license
• Securities Industry licensing (SIE, 7, 66)