Licensed Client Services Administrator (Practice Support Associate)

$65,000 - $80,000/Yr

Thrivent - White Bear Lake, MN

Full-time - Entry Level

White Bear Lake, MN

10,001+ employees

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

About the position

The Licensed Client Services Administrator (Practice Support Associate) at Thrivent Financial serves as a vital resource for Financial Professionals and clients, managing inquiries related to accounts and supporting daily operations. This role involves utilizing Thrivent's systems for client onboarding, servicing existing accounts, and assisting in financial planning processes. The position is based in Willernie, MN, and offers a salary range of $65,000 to $80,000, depending on experience and licensure.

Responsibilities

• Assists Financial representatives in the preparation and follow up for client/member meetings
• Collaborates with advisors to assist clients with account/product changes
• Handles incoming/outgoing client communication via phone, email, and text
• Obtains customer financial information
• Utilizes electronic and paper application systems for new account facilitation and servicing existing accounts
• Supports advisor and client questions and transactions with brokerage, mutual fund, annuity, and insurance products
• Processes incoming and outgoing transactions and trade requests
• Provides fund/account values and answers product-related questions
• Collaborates with the Director of Financial Planning and Operations to improve financial planning services
• Prepares or coordinates routine correspondence, reports, and special projects
• Explains insurance coverage and directs to home office support resources as necessary

Requirements

• Must be securities and insurance registered (series 7 & 66 or 6 & 63 along with life, health insurance)
• Demonstrated customer service orientation/experience, 2+ years preferred
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint)
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information
• Willingness to learn and understand Thrivent's products and services
• Willingness to commute to office location

Nice-to-haves

• Experience with financial planning software such as MoneyGuidePro
• Knowledge of brokerage, mutual fund, annuity, and insurance products

Benefits

• 15 days PTO
• 10 paid holidays
• Retirement plan with 3% employer match