Client Service Administrator
Thrivent(25 days ago)
About this role
A Client Service Administrator at Pinnacle Financial Advisors supports the advisor and practice operations, helping deliver coordinated financial services to clients. This full-time, in-office role is with Thrivent Financial and includes a growth track to obtain Life & Health and securities registrations (SIE, Series 7/66).
Required Skills
- Client Service
- Salesforce
- Scheduling
- Note Taking
- Microsoft Excel
- Microsoft Word
- Research
- Compliance
- Multi-Tasking
- Communication
Qualifications
- SIE
- Series 7
- Series 66
- Life and Health License
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
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