Financial Operations Specialist
3 weeks ago
Thrivent Financial is an independent financial services practice dedicated to helping clients achieve their financial goals. Our team is committed to providing exceptional customer service and support.
Job OverviewThis role supports the daily operations of Crane Financial Group, including providing licensed support, responding to client service requests, and maintaining administrative tasks. The ideal candidate will have strong technical computer skills, knowledge of business tools, and excellent communication and interpersonal skills.
Responsibilities- Provides support to financial advisors and maintains accurate records
- Responsible for handling client inquiries and resolving issues in a timely manner
- Assists with the preparation of correspondence, reports, and special projects
- Collaborates with colleagues to achieve business objectives
- Previous experience in administration or secretarial roles preferred
- Must be securities registered (series 7 & 66 or 6 & 63) and insurance licensed/appointed
- Strong technical computer skills and knowledge of business tools required
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Financial Operations Specialist
3 weeks ago
Cranford, New Jersey, United States Thrivent Financial Full timeCompany OverviewCrane Financial Group is an independent financial services practice of Thrivent Financial, a faith-based, not-for-profit financial services organization. With approximately 2.6 million clients, we take a broad-based approach to helping our clients achieve multiple financial goals.Job DescriptionThe Client Service Administrator (CSA) position...
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Financial Operations Coordinator
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Cranford, New Jersey, United States Thrivent Financial Full timeAbout Thrivent FinancialThrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. Our mission is to help people achieve their financial goals and make a positive impact on their communities.Job DescriptionThe Client Service Administrator (CSA) position is a critical role that supports the...
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Client Support Specialist
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