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Thrivent Financial for Lutherans
Client Service Administrator
Remote · United States · Part time · Entry level
$18–$20 / hour
About the role
Support daily operations of the financial practice including client service requests and administrative tasks. Assist advisors with client meetings and maintain client information.
What you’ll do
• Prepare correspondence and reports. • Schedule client meetings. • Update Salesforce with client info. • Assist advisors with meeting prep and follow-up. • Research products and pricing.
What you’ll bring
• Previous financial services experience preferred. • Strong computer skills or ability to learn. • Handle multiple tasks with quality. • Maintain confidentiality. • Basic understanding of company products.
Life at Thrivent Financial for Lutherans
Offers growth track to obtain insurance licensing and FINRA exams. Flexible remote work within Central time zone.
About Thrivent Financial for Lutherans
Thrivent Financial is a faith-based, not-for-profit financial services organization serving 2.6 million clients with integrated financial strategies.