Client Service Administrator
Thrivent(1 month ago)
About this role
The Client Service Administrator supports the advisor practice by handling daily operations, client requests, and maintaining client information to maximize advisor efficiency. The role is employed by Heart of the Valley Wealth Advisors and can be performed remotely or in a hybrid capacity in the Appleton area, with standard weekday hours and benefits.
Required Skills
- Client Service
- Administration
- Meeting Support
- Note Taking
- Research
- Forms Processing
- Account Transfers
- Portfolio Reporting
- Microsoft Office
- Confidentiality
+1 more
Qualifications
- Series 6
- Series 63
- Series 7
- Series 65
- Series 66
- Life Health And Annuity Registration
- FINRA Registration
- Background Check
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
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