Client Service Administrator

Thrivent • New York City, KS

1d

About The Position

The Client Service Administrator (CSA) supports the daily operations of Flint Hills Group, an independent financial services practice of Thrivent Financial. The role helps leverage advisors’ time by responding to client service requests, completing post-meeting work, maintaining client information, and handling other administrative tasks. The CSA is employed by and reports to Flint Hills Group. This is a 1099 position paying $18–$20 per hour. The role may be performed from the Manhattan or Council Grove, Kansas offices, or by someone residing in the Central time zone. The position offers an immediate growth track toward Kansas Life & Health insurance licensing and FINRA Securities exams (SIE, Series 7, and Series 66).

Requirements

• Ability to handle multiple tasks and maintain high-quality work while experiencing frequent interruptions.
• Ability to maintain the integrity of sensitive and confidential information.
• Ability to work with all roles of Flint Hills Group.
• Ability to represent the organization in work with external clients.
• Ability to cultivate and maintain relationships with outside organizations.
• Compliance with the firm’s Code of Ethics for Access Persons, including maintaining outside brokerage accounts at one of the designated firms, if given access to Wealthscape.
• Successful completion of a background verification and fingerprint submission for review against nationwide fingerprint records as part of the hiring or contracting process.

Nice To Haves

• Previous financial services experience is preferred.
• Strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, and PowerPoint, or the ability to learn.
• Basic understanding of Flint Hills Group, its products and services, and Thrivent Financial.

Responsibilities

• Prepare correspondence and reports, and coordinate special projects.
• Oversee projects, administer various programs, and handle processing functions as needed.
• Schedule client meetings and 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, and ensure follow-up tasks, meeting notes, and next steps are documented and 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.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed