Licensed Client Services Coordinator

3 hours ago

Napoleon, Ohio, United States Thrivent Financial Full time
Job Summary

This role provides administrative support to Endeavor Financial Group, serving as a resource to Financial Advisors and clients in handling inquiries regarding their accounts. The Licensed Client Services Administrator will support the daily operations of the practice, including brokerage operations, utilizing Thrivent Financial computer systems and programs in support of client relations. The ideal candidate will have previous administrative experience, be securities registered (series 7 & 66 or 6 & 63), and be insurance licensed/appointed. Strong technical computer aptitude and knowledge of business tools are also required.

Key Responsibilities
  • Handle incoming telephone calls and respond to requests for information
  • Research inquiries regarding client accounts
  • Provide fund values and answer securities product-related questions
  • Prepare or coordinate the preparation of routine correspondence, reports, and special projects
  • Support projects, administration of various programs, and processing functions as needed
  • Update the contact management system with client/member contact and preference information
  • Handle brokerage operations
  • Assist Financial Advisors in the preparation and follow-up for client/member meetings
  • Collaborate with financial associates to assist clients with product changes
  • Conduct substantive research or information gathering for securities product recommendations or investment advice
  • Obtain customer financial information
  • Accept and/or enter securities trade orders from customers
  • Explain, discuss, or interpret insurance coverage
  • Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
  • Support questions and transactions with variable insurance and annuities products
Requirements
  • Previous administrative/secretarial experience desired
  • Securities registered (series 7 & 66 or 6 & 63)
  • Insurance licensed/appointed
  • Strong technical computer aptitude and knowledge of business tools
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information
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 Endeavor Financial Group
  • 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 Endeavor Financial Group'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 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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

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