Client Service Administrator

Thrivent•Appleton, WI

1d•$60,000 - $70,000•Hybrid

About The Position

The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor’s time. Role supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned. The Practice Support Associate reports to and is employed by Heart of the Valley Wealth Advisors. This position can be remote or hybrid in the Appleton area. Hours are Monday - Friday, 8 a.m. to 4 p.m. CST. Compensation ranges between $60,000-70,000 annually dependent upon experience and licensure held. Benefits include: 401K plus match, PTO, holiday pay, and medical benefits.

Requirements

Previous industry experience required (robust internship acceptable)
Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required before onboarding
Expert knowledge of Office applications
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
As part of Heart of the Valley Wealth Advisors' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process.
Fingerprints will be required as part of FINRA registration process a for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Responsibilities

Oversee projects, administration of various programs, and processing functions as needed
Assist with preparation and follow up for client meetings
Attend client meetings and take notes
Research and respond to client inquiries
Answer basic questions for clients
Fill out Variable Life/Variable Annuity/Mutual Fund/Brokerage applications
Show clients how to access their accounts and read statements
Handle requests for transfers of funds in and out of accounts
Fill out necessary forms for opening or maintaining accounts
Set up and retrieve reports in the portfolio management system
Other responsibilities as assigned by the team leadership