• Client Service Administrator

    Thrivent Financial (Appleton, WI)


    The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor’s time. Role supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned. The Practice Support Associate reports to and is employed by Heart of the Valley Wealth Advisors.

     

    This position can be remote or hybrid in the Appleton area. Hours are Monday - Friday, 8 a.m. to 4 p.m. CST. Compensation ranges between $60,000-70,000 annually dependent upon experience and licensure held. Benefits include: 401K plus match, PTO, holiday pay, and medical benefits.

    Responsibilities

    + Oversee projects, administration of various programs, and processing functions as needed

    + Assist with preparation and follow up for client meetings

    + Attend client meetings and take notes

    + Research and respond to client inquiries

    + Answer basic questions for clients

    + Fill out Variable Life/Variable Annuity/Mutual Fund/Brokerage applications

    + Show clients how to access their accounts and read statements

    + Handle requests for transfers of funds in and out of accounts

    + Fill out necessary forms for opening or maintaining accounts

    + Set up and retrieve reports in the portfolio management system

    + Other responsibilities as assigned by the team leadership

    Qualifications

    + Previous industry experience required (robust internship acceptable)

    + Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required before onboarding

    + Expert knowledge of Office applications

    + Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

    + Ability to maintain integrity of sensitive/confidential information

     

    As part of Heart of the Valley Wealth Advisors' 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.

     

    All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

     

    Pay Transparency

     

    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. This policy applies to all employees and job applicants.

     

    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 [email protected] or call 800-847-4836 and request Human Resources.

     

    At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

     

    For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

     

    Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.