Licensed Client Service Administrator

Thrivent Financial for Lutherans

Columbus, Ohio, US
Base: $40,000-70,000 annually; bonus/equity: not s...
Onsite
Securities registration (6/63, 7/66, or 7/63 & 65)
Life, health, and annuity registration
Crm (salesforce) system usage

Salary

Base: $40,000-70,000 annually; Bonus/Equity: Not specified; Benefits: PTO, Sick pay, Holidays, Simple IRA with 3% match

Skills & Requirements

Must-have

  • Securities registration (6/63, 7/66, or 7/63 & 65)
  • Life, Health, and Annuity registration
  • CRM (Salesforce) system usage
  • Financial planning software proficiency
  • Client relationship management

Nice-to-have

  • Degree in Financial Planning or Finance
  • 2+ years customer service experience
  • Strong organizational skills
  • Ability to handle frequent interruptions
  • Workflow optimization recommendations

Key Requirements

  • Securities licenses (Series 6, 7, 63, 65, or 66)
  • Life, Health, and Annuity registration
  • Background check and fingerprinting required
  • FINRA registration process compliance

Work Rights

Not specified

Tailored Resume

Cover Letter