Client Service Administrator - Maar Financial Group

Location: Crete, Illinois

Why Join Thrivent?

Thrivent is more than just a financial services organization—it's a faith-driven, not-for-profit financial powerhouse dedicated to helping people build strong financial futures while strengthening their communities. As a Client Service Administrator with Maar Financial Group at Thrivent, you'll be part of a mission-led team that serves Thrivent members, customers, and their families with integrity, compassion, and expertise. Our Crete, Illinois location offers a supportive environment where your professional growth aligns with meaningful impact.

Thrivent empowers its associates with cutting-edge tools, ongoing training, and a collaborative culture that values work-life balance. Join a network of Financial Advisors and support professionals who prioritize client success, community engagement, and personal development. Whether you're passionate about securities, investment advisory services, life insurance, annuities, or building lasting client relationships, Thrivent provides the platform to thrive in financial services careers in Illinois.

Role Description

The Client Service Administrator at Maar Financial Group provides essential licensed financial and non-financial support to Financial Advisors and serves as a vital resource within the Thrivent ecosystem. This role focuses on securities, investment advisory products, fixed and variable life, health, and annuities. Working closely with advisors, you'll address the holistic financial and non-financial needs of Thrivent members and prospects.

Key aspects include developing business and marketing plans, prospecting, case preparation, referral generation, and fostering community among clients. Reporting directly to the Financial Advisor (who employs or contracts the role), you'll handle client inquiries, transaction processing, and marketing support. Thrivent Investment Management Inc. sponsors FINRA registrations (SIE, Series 7, Series 66), while Thrivent Financial for Lutherans handles insurance licensing. Ideal for self-motivated professionals in Crete, IL, seeking dynamic financial advisor support roles.

Detailed Responsibilities

• Answer client questions on insurance policies, financial accounts, investments, and annuities with accuracy and empathy.
• Assist Financial Advisors with meeting preparation, including scheduling, materials, and follow-up.
• Process forms, transactions, and securities trade orders from clients efficiently and compliantly.
• Support projects, administer programs, and draft financial plans, reports, and proposals.
• Contact clients for service matters, such as account updates, compliance checks, and relationship nurturing.
• Participate in prospecting, marketing events, and community-building activities, including occasional evenings or weekends.
• Collaborate on business development: acquire, cultivate, and retain members through targeted strategies.
• Monitor economic trends, regulations, and market factors to inform client advice and advisor support.
• Generate referrals and prepare investment advisory cases to drive growth for Maar Financial Group.

Required Skills

Success in this Client Service Administrator role demands a blend of technical prowess, interpersonal finesse, and a client-first mindset. Maar Financial Group seeks candidates with:

• Exceptional client service and communication skills for building trust and resolving inquiries.
• Proficiency in financial software, CRM systems, and Microsoft Office Suite.
• Strong organizational abilities to manage multiple tasks and deadlines.
• Analytical skills to interpret economic trends and investment data.
• Excellent writing and documentation skills for reports and plans.
• Securities and insurance product knowledge (or eagerness to learn).
• Marketing and prospecting aptitude for event support and lead generation.
• Team collaboration while thriving independently.
• Attention to detail for compliance and transaction accuracy.
• Adaptability to handle non-business hour events.

Education & Experience

• Bachelor’s degree in business, finance, economics, or related field preferred.
• Must obtain or hold SIE, Series 7, and Series 66 securities registrations within 120 days of hire.
• Insurance licensing required (Thrivent-sponsored).
• 1-3 years in financial services, client service, or administrative support ideal.
• Demonstrated interest in financial markets, regulations, and client investment strategies.

Compensation Overview

Competitive, experience-based pay reflecting market rates in Crete, Illinois. Base salary range: $46,000 - $58,000 annually, plus performance incentives.

Benefits

• Competitive salary with annual bonus opportunity after one year.
• 401(k) plan participation with employer match.
• Optional medical, dental, and vision insurance.
• Professional development: Licensing support, training, and certifications.
• Paid time off, holidays, and flexible scheduling.
• Community involvement opportunities aligned with Thrivent's mission.
• Access to Thrivent's robust advisor network and resources.

Thrivent is an Equal Opportunity Employer committed to diversity. Apply now to elevate your career in financial services at Maar Financial Group!