Client Service Administrator - Maar Financial Group

Crete, IL (Unknown)

$46K/yr – $58K/yrMid Level

Posted 2 months ago

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Job Summary

Support client service and advisor activities by answering questions, preparing meetings and forms, and handling banking and trading tasks to keep client accounts accurate and relationships strong.

  • Client-facing operations: respond to inquiries, process forms and transactions, and enter trade orders to maintain accurate accounts.
  • Advisor support and outreach: prep meeting materials, assist with financial plans and reports, and help generate referrals while fostering community among members and prospects.

Job Description

Support client service and advisor activities by answering questions, preparing meetings and forms, and handling banking and trading tasks to keep client accounts accurate and relationships strong.

  • Client-facing operations: respond to inquiries, process forms and transactions, and enter trade orders to maintain accurate accounts.
  • Advisor support and outreach: prep meeting materials, assist with financial plans and reports, and help generate referrals while fostering community among members and prospects.
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Thrivent

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Where Money Means More TMWe’re more than a financial services organization—we’re your partners in navigating life’s financial challenges with care and focus on what matters to you.With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs. As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond. For more information, visit thrivent.com. You can also find us on Instagram. YouTube and Facebook. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.

Founded in 1902
Minneapolis, Minnesota, USA
8.8K employees (361 in marketing)
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