Licensed Client Services Coordinator

2 weeks ago

GondrecourtleChâteau, Grand Est, United States Thrivent Financial Full time
Job Summary

The Licensed Client Services Administrator will serve as a resource to Financial Professionals and client/members in handling, researching, and communicating inquiries regarding their accounts. This role supports the daily operations of the practice, including utilizing Thrivent Financial computer systems and programs in support of new client and account opening, servicing existing investment and insurance accounts, running investment and insurance illustrations, executing money movement transactions, and assisting in data gathering and supporting the financial planning/advice service.

Key Responsibilities
  • Assist Financial representatives in the preparation and follow-up for client/member meetings
  • Collaborate with advisors to assist clients with account/product changes (new or existing)
  • Incoming/outgoing client communication via phone, email, text
  • Obtain customer financial information
  • Utilize electronic (and paper) application systems to help facilitate new account or servicing existing accounts through the full process from start to finish
  • Support advisor and client questions and transactions with brokerage, mutual fund, annuity, and/or insurance products, if appropriately licensed
  • Accept and/or enter incoming and outgoing transactions and trade requests
  • Provide fund/account values and answer other (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services
  • Collaborate with the Director of Financial Planning and Operations to support and improve certain functions of financial planning service
  • Prepare or coordinate the preparation of routine correspondence, reports, and special projects typically of a routine nature
  • Explain, discuss, or interpret insurance coverage and direct to home office support resources as necessary
Requirements
  • Must be securities and insurance registered (series 7 & 66 or 6 & 63 along with life, health insurance)
  • 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
  • Will need to learn and understand our products and services
  • Willingness to commute to office location (some potential for remote work)
  • Must be willing to complete the appropriate Long-Term Care training required in the states in which support work would be conducted
Competencies
  • Planning/organizing
  • Strategic thinker
  • Customer focus
  • Communication
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Attention to detail
  • Adaptability/Flexibility
  • Positive attitude
  • Willingness to learn and try new things
  • Growth mindset
Equal Employment Opportunity

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.

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