Licensed Client Services Coordinator

3 weeks ago

Sens, Bourgogne-Franche-Comté, United States Thrivent Financial Full time

This position provides administrative support to David Thiel and Jessica Okamoto, serving as a resource to Financial Advisors and client/members in handling inquiries regarding their accounts. The role supports the daily operations of the practice, including answering phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, and utilizing Thrivent Financial computer systems. The Licensed Client Services Administrator reports to and is employed by David Thiel and Jessica Okamoto.

  • Handles incoming telephone calls and responds to requests for information.
  • Researches inquiries regarding client accounts.
  • Provides fund values and answers other securities product-related questions.
  • Performs routine administrative duties such as maintaining office supplies and processing mail.
  • Prepares or coordinates the preparation of routine correspondence, reports, and special projects.
  • Supports projects, administration of various programs, and processing functions as needed.
  • Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice's Financial Advisors.
  • Updates the contact management system with client/member contact and preference information.
  • Assists Financial Advisors in the preparation and follow up for the client/member meetings.
  • Collaborates with financial associates to assist clients with product changes.
  • Participates and drives marketing services including direct-mail, fraternal activities, seminars, and meetings.
  • Verbal or written communications with prospective or existing customers regarding financial matters.
  • Conducts substantive research or information gathering that will be used with making securities product recommendations or providing investment advice.
  • Obtains customer financial information.
  • Accepts and/or enters securities trade orders from customers, including unsolicited trade orders.
  • Explains, discusses, or interprets insurance coverage; analyzes exposures or contracts.
  • Indicates to customers that requested coverage is or will be bound or issued.
  • Issues certificates of insurance, endorsements, binders, commitments, or insurance contracts.
  • Supports questions and transactions with variable insurance and annuities products, if appropriately licensed.
  • Additional responsibilities may be assigned in accordance with licensure and business needs.

Position Qualifications

  • Previous administrative/secretarial experience desired.
  • Must be securities registered (series 7 & 66 or 6 & 63).
  • Must be insurance licensed/appointed.
  • Must be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration.
  • Must be willing to complete the appropriate Long-Term Care training required in the states in which support work would be conducted.
  • If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products.
  • Demonstrated customer service orientation/experience, 2+ years preferred.
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) 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.
  • Basic understanding of our products and services, and Thrivent Financial.

Competencies

  • Planning/Organizing
  • Customer Focus
  • Communication
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Adaptability/Flexibility

External/Internal Dependencies

  • Must be able to work with all roles of the team.
  • Must be able to represent the organization in work with external clients.
  • Must be able to cultivate and maintain relationships with outside organizations.

As part of David Thiel and Jessica Okamoto's 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.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to or call and request Human Resources.

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