About this role
Licensed Client Service Administrator at Thrivent. Location: Columbus or United States. Role: Enter information, Prepare plans, Update CRM Requirements: Licensed financial services support role handling client inquiries, account processing, CRM data entry, and coordination with financial advisors. Category: Business Operations Seniority: Mid Level Tools: Salesforce, Microsoft Word, Microsoft Excel, PowerPoint Certifications: securitiess (6/63, 7/66, or 7/63 & 65), life, health, and annuity registration Commitment: Full Time Workplace: Hybrid Languages: English