Licensed Client Service Administrator

Summary

This position provides licensed administrative support to Clarity Financial Group. This position serves as a resource to Financial Advisors and client / members 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 members handling / distributing postal mail and practice email ordering supplies utilizing Thrivent Financial computer systems and programs in support of client relations supports securities and insurance related tasks and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Greg Weber of Clarity Financial Group.

This position is fully in office out of Fort Wayne IN.

Hours : Monday - Friday; 8 : 30a - 4 : 30p

Compensation : $25-30 / hr. depending upon on experience.

PTO available. No health benefits provided.

Job Description

Position Roles / Responsibilities / Accountabilities

• Handles incoming telephone calls to Clarity Financial 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 typically of a routine nature
• Supports projects administration of various programs and processing functions as needed
• Drives client / member facing activity in the practice by scheduling meetings with client / members on behalf of the practices Financial Advisors
• Updates the contact management system with client / member contact and preference information
• Assists Financial Advisors in the preparation and follow up for the client / member meetings
• Collaborates with financial associates to assist client with product changes
• Participates and drives marketing services including direct-mail fraternal activities seminars meetings
• Verbal or written communications with prospective or existing customers 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 information
• Accepting and / or entering securities trade orders from customers including unsolicited trade orders
• Explain discuss or interpret insurance coverage; analyze exposures or contracts
• Indicate to customer that requested coverage is or will be bound or issued
• Issue certificates of insurance endorsements binders commitments or insurance contracts
• 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

Competencies

External / Internal Dependencies

As part of Clarity Financial Groups recruiting / hiring / contracting process a verification of a candidates background will be made to complete the hiring / contracting addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMIs Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Required Experience :

Unclear Seniority

Key Skills

Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 25 - 30