Client Services Administrator

3 weeks ago


Westbury, United States Thrivent Financial for Lutherans Full time

Handles incoming telephone calls and responds to requests for information. Researches inquiries regarding client accounts. Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) prod Client Service, Administrator, Financial Advisor, Insurance, Business Services, Client, Licensed



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  • Westbury, United States Thrivent Financial for Lutherans Full time

    Summary This position provides licensed administrative support to Jason Rogoff. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting...


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    Handles incoming telephone calls and responds to requests for information. Researches inquiries regarding client accounts. Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) prod Client Service, Administrator, Financial Advisor, Insurance, Business Services, Client, Licensed


  • Westbury, United States Thrivent Financial Full time

    Summary This position provides licensed administrative support to Jason Rogoff. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting...

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