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Client Service Associate (remote/part-time)

Company: HiringLogistics.com
Location: Waterloo
Posted on: November 18, 2021

Job Description:

Summary The Midwest Group is an independent financial services practice of Thrivent. We take a broad-based approach to helping our clients achieve multiple financial goals. The Midwest Group helps our clients analyze their current situation, develop in-depth financial programs, and helps them implement an integrated financial strategy. Position summary:This position provides securities licensed administrative support to The Midwest Group. This position serves as a resource to Financial Representatives and clients in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting clients, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent computer systems and programs in support of client relations, supporting securities related tasks, and other administrative tasks as assigned. The Client Service Associate reports to and is employed by the financial representative.***This position is part-time (10-15 hours/week) and can be remote. Job Description Position Roles/Responsibilities/Accountabilities + Handles incoming telephone calls to The Midwest Group and responds to requests for information + Researches inquiries regarding client accounts + Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services + Performs routine administrative duties such as maintaining office supplies and processing mail + Prepares or coordinates the preparation of routine correspondence, reports, and special projects of a routine nature + Supports projects, administration of various programs, and processing functions as needed + Drive client facing activity in the practice by scheduling meetings with clients on behalf of the practice's Financial Representatives + Updates the contact management system with client contact and preference information + Assist Financial representatives in the preparation and follow up for the client meetings + Collaborate with financial associates to assist clients to purchase, sell, hold or exchange securities products + Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings + Verbal or written communications with prospective or existing clients regarding financial matters + Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.) + Obtaining customer financial and/or suitability information + Accepting and/or entering securities trade orders from customers, including unsolicited trade orders + Support questions and transactions with variable insurance and annuities products, if appropriately licensed + Additional responsibilities may be assigned in accordance with licensure and business needs Position Qualifications + Previous administrative/secretarial experience desired + Must be securities registered (i.e. 7 & 66 or 6 & 63) or be willing to do so within 120 days of hire/contract. + Must be securities registered in all states in which the candidate would be doing support work + Demonstrated customer service orientation/experience, 2+ years preferred + Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn + 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 The Midwest Group 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 for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. 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.#LI-Remote

Keywords: HiringLogistics.com, Waterloo , Client Service Associate (remote/part-time), Other , Waterloo, Iowa

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