Client Service Administrator

Thrivent•Manhattan, KS

1d•$18 - $20

About The Position

Flint Hills Group is an independent financial services practice of Thrivent Financial. The practice takes a broad-based approach to helping clients achieve multiple financial goals by analyzing their current situations, developing in-depth financial programs, and helping implement integrated financial strategies. The Client Service Administrator (CSA) supports the daily operations of the practice and helps leverage advisor time. The role includes responding to client service requests, completing post-meeting work, maintaining client information, and performing other administrative tasks as assigned. The CSA reports to and is employed by Flint Hills Group. This is a 1099 position. The person may work from the Manhattan or Council Grove, Kansas, offices, or must reside in the Central time zone. Compensation is $18–$20 per hour. The position offers an immediate growth track toward obtaining Kansas Life & Health insurance licensing and FINRA securities exams (SIE, Series 7, and Series 66). Candidates will undergo background verification as part of the hiring or contracting process, and fingerprints will be submitted to the FBI for review against nationwide fingerprint records. Individuals with access to Wealthscape are considered Access Persons and must comply with the firm’s Code of Ethics, including maintaining outside brokerage accounts at one of the firms designated by TIMI.

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 of Flint Hills Group.
Ability to represent the organization in work with external clients.
Ability to cultivate and maintain relationships with outside organizations.
Background verification and fingerprint submission to the FBI are part of the hiring or contracting process.
If accessing Wealthscape, compliance with the firm’s Code of Ethics is required, including maintaining outside brokerage accounts at a TIMI-designated firm.

Nice To Haves

Previous financial services experience is preferred.

Responsibilities

Prepare correspondence and reports, and coordinate special projects.
Oversee projects, administer various programs, and handle 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 and take notes so 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.
Perform other responsibilities and miscellaneous tasks as assigned by the Lead Advisor.