Client Service Administrator

Thrivent•Manhattan, KS

4d•$18 - $20

About The Position

Flint Hills Group is an independent financial services practice of Thrivent Financial. It helps clients analyze their current financial situations, develop in-depth financial programs, and implement integrated financial strategies. Thrivent Financial is a faith-based, not-for-profit financial services organization serving approximately 2.6 million clients and supporting Christian communities and nonprofit organizations. The Client Service Administrator (CSA) supports the practice’s daily operations and helps leverage the advisor’s time. The role responds to client service requests, completes post-meeting work, maintains client information, and handles other administrative duties. The CSA reports to and is employed by Flint Hills Group. This is a 1099 position, with 25–30 hours per week. The employee may work in the Manhattan or Council Grove, Kansas offices, or must reside in the Central time zone. The position offers an immediate growth track toward obtaining Kansas Life & Health insurance licensing and FINRA securities exams (SIE, Series 7, and Series 66). Compensation is $18–$20 per hour.

Requirements

Strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, and PowerPoint, or the ability to learn them.
Ability to handle multiple tasks and maintain high-quality work while experiencing frequent interruptions.
Ability to maintain the integrity of sensitive and confidential information.
Basic understanding of Flint Hills Group, its products and services, and Thrivent Financial.
Ability to work with all roles within Flint Hills Group.
Ability to represent the organization when working with external clients.
Ability to cultivate and maintain relationships with outside organizations.

Nice To Haves

Previous financial services experience is preferred.

Responsibilities

Prepare correspondence and reports, and coordinate special projects.
Oversee projects, program administration, and processing functions as needed.
Schedule client meetings to drive client-facing activity in the practice.
Update Salesforce with client contact and preference information.
Assist Lead Advisors with preparation and follow-up for client meetings.
Attend client meetings, take notes, document follow-up tasks and next steps, and ensure they are actioned.
Research products and product pricing, and contact carriers for information.
Answer basic client questions.
Complete forms for opening or maintaining accounts and prepare applications through the point of signature for advisors to finalize and approve.
Set up and retrieve reports in the portfolio management system.
Complete other responsibilities and miscellaneous tasks as assigned by the Lead Advisor.