About this role
Licensed Client Service Administrator at Thrivent. Location: Minnetonka, Minnesota, United States. Role: enter trades, handle transfers, track money movement Requirements: Experience with securities registration and financial services operations; strong attention to detail; ability to manage multiple tasks; proficient with MS Office and client management tools. Category: Customer Service Seniority: Entry Level Tools: Docusign, Microsoft Word, Microsoft Excel, Wealthscape, Redtail, Salesforce, Black Diamond Certifications: securities registration (6/63, 7/66, or 7/63 & 65), life, health, and annuity registration Commitment: Full Time Workplace: Onsite Languages: English