Client Service Administrator - Maar Financial Group
Thrivent(5 months ago)
About this role
The Client Service Administrator (Associate) provides licensed financial and non-financial support to Maar Financial Group and serves as a resource to Thrivent Financial advisors. The role focuses on securities, investment advisory products, and insurance (fixed/variable life, health, annuities) to support Thrivent members, customers, and their families. The Associate is employed/contracted by the Financial Advisor and participates in advisor-sponsored FINRA and insurance licensure processes.
Required Skills
- Client Service
- Advisor Support
- Financial Planning
- Account Transactions
- Trade Entry
- Marketing Support
- Communication
- Problem Solving
- Microsoft Office
- Relationship Building
Qualifications
- Bachelor's Degree
- SIE
- Series 7
- Series 66
- Insurance License
- FINRA Registration
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
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