Client Service Administrator - Maar Financial Group

Thrivent • Crete, IL

115d • $46,000 - $58,000

About The Position

This position provides licensed financial and non-financial support to Maar Financial Group and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of 'community' with and among members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Requirements

• Bachelor’s degree, preferably in a business or finance related field.
• Must have or be interested in attaining securities registration with SIE, Series 7 and Series 66 within 120 days of employment as well as insurance licensing.
• Interested in understanding economic trends, regulations, and other factors affecting client investments.
• Excellent writing skills.
• Very detail oriented and organized.
• Excellent problem solving and communication skills.
• Ability to flourish in a fast-paced environment.
• Ability to maintain integrity of sensitive/confidential information.
• Work well in a team-oriented environment.
• Demonstrate an ability to develop and cultivate relationships.
• Accept feedback and constructive criticism well.
• Pass any applicable pre-employment tests.
• Be able to demonstrate customer service orientation/experience obtained in any field.
• Proficient in Microsoft Word, Outlook, and Excel.

Responsibilities

• Provide client service along with advisor support.
• Answer client questions regarding insurance and financial accounts.
• Assist advisors with meeting preparation and assist with forms and transactions for financial accounts.
• Support projects and the administration of various programs.
• Assist with drafting financial plans and reports.
• Accept and/or enter securities trade orders from customers.
• Contact clients for service related matters.
• Participate in occasional marketing events that may occur during non-business hours.

Benefits

• Competitive salary.
• Annual bonus opportunity after one year’s employment.
• Participation in a 401(k) plan.
• Option of medical.

What This Job Offers

• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees