Client Service Advisor - Coastal Wealth Advisors

Thrivent•San Jose, CA

6d•$70,000 - $80,000

About The Position

Coastal Wealth Advisors, an established financial services practice for Thrivent in Thousand Oaks, CA is looking for a full-time Client Service Advisor. We’re looking to hire a motivated person to grow with us. If you have a heart for service and a passion for helping others, we’d like to connect with you. Our well established, high performing team is currently looking for a licensed Client Service Advisor. This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our value driven team. If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you! This position will provide support to our existing customer base. Industry experience is optimal. You will play a critical role in our client experience, so an out-going and service-oriented mindset is a must. Primally, this role will focus on supporting and growing existing customer relationships. Although we prefer a fully licensed individual with prior financial services industry experience, we will consider sponsoring licensing for an exceptional person. This position provides: Simple IRA Paid Time Off Annual Salary: $70,000 – $80,000 + Commissions

Requirements

Securities registration required (or willing to obtain within 90 days of hire)
Life, Health and Annuities registration required (or willing to obtain within 90 days of hire)
Demonstrated customer service orientation/experience, 2+ years preferred
Extremely strong organizational skills
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
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 Coastal Wealth Advisors hiring process, a verification of candidate's background will be made to complete the process.
Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Responsibilities

Maintain existing client relationships through processing of client request, resolving client questions, and making sure client information and documentation are up to date
Work independently with minimal supervision servicing and maintaining strong relationships with existing clients
Responsible for planning, analysis, and investment recommendations
Research and respond to client inquiries
Collaborate with Lead Advisor on complex scenarios
Grow and deepen existing relationships
Finalize, submit, and track all client paperwork for account and application changes
Schedule, prep, and document all your client meetings
Additional responsibilities may be assigned in accordance with business needs