Client Service Administrator

Thrivent

Client Service Administrator preparing and sending applications for Gateway Associates. Working with brokerage accounts and insurance policies to ensure efficient client experiences in a fast-paced environment.

Posted 7/28/2026full-timeRemote • Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in processing financial applications and transactions while maintaining compliance with regulatory requirements. Proficient in managing client communications and ensuring timely implementation of recommendations in a fast-paced environment.

Highest-signal resume keywords

Series 7 LicensingSeries 66 LicensingState Life and Health Insurance LicensingFinancial Advisory SupportAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Transaction ProcessingApplication TrackingClient Paperwork PreparationUnderwriting Process KnowledgeProcedure Development

Soft Skills

Excellent Communication SkillsAbility to Work IndependentlyPrioritization SkillsCollaborative Team SupportAdaptability

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookSalesforceDocuSign

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseState Life Insurance LicenseState Health Insurance License

Industry Keywords

Brokerage AccountsInsurance PoliciesMutual Fund AccountsAnnuitiesFinancial Services

About the role

Key responsibilities & impact

Prepare applications needed to implement recommendations from advisory team in anticipation of client meetings.
Working with multiple product lines including brokerage accounts, insurance policies, mutual fund accounts, and annuities.
Track insurance applications through the underwriting process.
Monitor pending recommendation implementation, i.e. ensure that tasks are completed.
Prepare and send client paperwork associated with money movement and account services.
Process brokerage transactions as requested by advisory and planning team.
Follow-up with clients as needed to ensure that paperwork and applications are completed.
Track process of transactions and services to ensure that they are completed after paperwork is processed.
Become team expert in paperwork, transactions, and applications.
Maintain team procedures for processing transactions and paperwork.
Adapt procedures to Thrivent changes/new efficiencies.
Serve as point of contact to research and resolve processing issues with the home office.
Research and help develop procedures for new product lines/products as released.
Other duties as assigned.

Requirements

What you’ll need

Series 7/66 licensing
State Life and Health insurance licensing
Experience working with financial advisors on implementation
Excellent communication skills, verbal and written
Ability to thrive in high volume, fast paced environment
Strong attention to detail
Knowledge of business technology such as Microsoft Word, Excel, Outlook, Salesforce, and DocuSign or ability to learn
Ability to work independently, prioritize tasks, and self-direct to meet deadlines
Ability to maintain the integrity of sensitive/confidential information
Desire to work collaboratively and support peers.

Benefits

Comp & perks

80 hours of Paid Time Off and 20 hours Volunteer Time Off in first year
Simple IRA plan with employer match
Health insurance plan premium reimbursement