Client Service Administrator, Licensed

This is a fully remote position, open to applicants in California.

📋 Description

• Manage incoming phone calls and address information requests.

• Investigate inquiries related to client accounts.

• Provide fund values and respond to questions about securities, variable insurance, annuities, and investment advisory services, as per licensing.

• Execute routine administrative tasks.

• Prepare or coordinate standard correspondence, reports, and special projects.

• Assist with projects, program administration, and processing functions.

• Organize client/member meetings for Financial Advisors.

• Update contact management systems with client/member details and preferences.

• Aid Financial Advisors in preparing for and following up on client/member meetings.

• Collaborate with financial associates on changes to client products.

• Engage in and promote marketing services, including direct mail, fraternal activities, seminars, and meetings.

• Communicate verbally or in writing with potential and existing customers about financial matters.

• Conduct thorough research and gather information for securities recommendations or investment advice.

• Collect customer financial information.

• Accept and/or enter unsolicited securities trade orders from clients.

• Explain, discuss, or interpret insurance coverage while analyzing exposures or contracts.

• Indicate when requested insurance coverage is bound or will be issued.

• Issue insurance certificates, endorsements, binders, commitments, or contracts.

• Assist with queries and transactions involving variable insurance and annuity products when appropriately licensed.

• Take on additional responsibilities based on licensure and business requirements.

• Report to and be employed by Heritage Financial Group.

⛳️ Requirements

• Full licensing is required for consideration.

• Must hold securities registration (Series 7 & 66 or 7, 63, & 65).

• Must be insurance licensed/appointed.

• Securities registration and insurance licensing/appointment must be valid in all states where activities requiring such credentials are performed.

• Willingness to complete the necessary Long Term Care training in applicable states is required.

• If engaged in variable insurance or annuities, must possess the appropriate licenses and registrations for variable products.

• Previous administrative or secretarial experience is preferred.

• A minimum of 2 years in a customer service role is preferred.

• Strong technical aptitude with computers and knowledge of business software such as Microsoft Word, Excel, and PowerPoint, or the ability to learn these tools.

• Capability to manage multiple tasks while maintaining high-quality work despite frequent interruptions.

• Ability to safeguard the integrity of sensitive and confidential information.

• Basic understanding of products and services offered by Thrivent Financial.

• Must be able to collaborate with all roles within Heritage Financial Group.

• Ability to represent the organization effectively to external clients.

• Must be skilled in building and maintaining relationships with external organizations.

• Background verification will be conducted.

• Fingerprinting is required for FINRA registration and FBI review.

• Individuals with securities registrations must adhere to TIMI’s Outside Securities Accounts Policy.

🏝️ Benefits

• Remote work opportunity.

• Part-time schedule of 15–20 hours per week.