Licensed Client Service Administrator

🔥 3 minutes ago

🌪️ Kansas – Remote

🌪️ Kansas – Remote

💵 $24 - $28 / hour

⏳ Contract/Temporary

🟢 Junior

🟡 Mid-level

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Thrivent

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1922

🏦 Banking

💸 Finance

🛡️ Insurance

Banking • Finance • Insurance

Thrivent is a holistic financial services organization that provides advice, investments, insurance, banking, and generosity programs. With a mission to reimagine financial services, Thrivent helps individuals and communities thrive by viewing money as a tool rather than a goal. Serving over 2 million clients, Thrivent is dedicated to helping them build their financial futures while living meaningful lives. The company is committed to diversity, equity, and inclusion, and it provides competitive compensation, professional growth opportunities, and programs to amplify generosity and impact. As a recognized leader in ethical financial practices, Thrivent has been named one of the "World's Most Ethical Companies" by the Ethisphere Institute and is included in Forbes' list of America's Best Insurance Companies.

📋 Description

• Provide licensed administrative support to Flint Hills Group • Serve as a resource to Financial Advisors and clients/members by handling, researching, and communicating account inquiries • Support daily practice operations, including answering phones, managing pending business, handling documentation and paperwork, and using Thrivent Financial systems • Support securities and insurance-related tasks and other administrative tasks as assigned • Research client account inquiries and track pending business • Manage and process death claims • Provide fund values and answer securities, variable insurance and annuity, and investment advisory service questions when appropriately licensed • Prepare or coordinate routine correspondence, reports, and special projects • Support projects, program administration, and processing functions • Update the contact management system with client/member contact and preference information • Assist Financial Advisors with preparation and follow-up for client/member meetings • Collaborate with financial associates on client product changes • Communicate verbally or in writing with customers regarding financial matters • Conduct substantive research or information gathering used for securities product recommendations or investment advice • Obtain customer financial information • Accept and/or enter unsolicited securities trade orders from customers • Explain, discuss, or interpret insurance coverage and analyze exposures or contracts • Indicate whether requested coverage is or will be bound or issued • Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts • Support variable insurance and annuity product questions and transactions when appropriately licensed • Enter Financial Advisor-provided information into electronic application systems and email, lock, sign, or submit it • Perform additional responsibilities according to licensure and business needs • Report to and be employed by Flint Hills Group

🎯 Requirements

• Must be securities registered (series 7/66, 7/63/65, or 6/63/65) • Must be insurance licensed/appointed • Must be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration • Must be willing to complete the appropriate Long-Term Care training required in the states in which support work would be conducted • If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products • Previous administrative/secretarial experience desired • 2+ years of demonstrated customer service orientation/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 products and services, and Thrivent Financial • Must be able to work with all roles of the Flint Hills Group • Must be able to represent the organization in work with external clients • Must be able to cultivate and maintain relationships with outside organizations • Background verification required • Fingerprints required as part of FINRA registration process for submission to the Federal Bureau of Investigation • Persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy