Licensed Client Service Administrator - Thrivent Financial Opportunity in Perryville, Missouri

Join Thrivent, a leading financial services organization dedicated to helping people achieve financial clarity, live generously, and be good stewards of the resources entrusted to them. We're excited to announce an opening for a Licensed Client Service Administrator at our SEMO Financial Advisors office in Perryville, Missouri. This full-time, in-office role offers a chance to support financial advisors, serve clients with excellence, and grow your career in the financial services industry.

Why Join Thrivent?

Make a Meaningful Impact with Purpose-Driven Work

At Thrivent, you're more than an employee—you're part of a mission-driven team that combines financial expertise with faith-based values. Our Licensed Client Service Administrator role allows you to directly support Financial Advisors in delivering personalized insurance and financial solutions to members in the Perryville, MO community. Thrivent is committed to fostering professional growth, offering opportunities to expand your skills in insurance administration, client relations, and financial operations.

Grow Your Career in Perryville, Missouri

Located in the heart of Perryville, Missouri, this position offers a stable, full-time schedule (Monday-Friday, 9 AM - 5 PM) in a fully in-office environment. Work alongside Kendra Troncale of SEMO Financial Advisors, gaining hands-on experience with Thrivent's proprietary systems, Salesforce, and insurance products. Ideal for licensed professionals eager to take on increasing responsibilities, this role is perfect for building a long-term career in financial services right here in Perryville, MO.

Role Description

The Licensed Client Service Administrator provides essential insurance-licensed administrative support to SEMO Financial Advisors. You'll serve as a key resource for Financial Advisors and clients, handling inquiries, researching accounts, and managing daily operations. Responsibilities include answering phones, greeting members, managing mail and email, ordering supplies, and utilizing Thrivent's computer systems for client relations and insurance tasks. Reporting directly to Kendra Troncale, this role ensures seamless practice operations while delivering exceptional client service in Perryville, Missouri.

Detailed Responsibilities

• Prepare correspondence, reports, and coordinate special projects to support advisor efficiency.
• Oversee projects, administer programs, and handle processing functions as needed.
• Drive client-facing activity by scheduling meetings and ensuring timely follow-ups.
• Update Salesforce with accurate client contact and preference information.
• Assist Lead Advisors with preparation and follow-up for client meetings, including note-taking and action item tracking.
• Attend client meetings to document notes, follow-up tasks, and next steps.
• Research products, pricing, and contact carriers for detailed information.
• Answer basic client questions and provide fund values for securities, variable insurance, and annuities (if appropriately licensed).
• Fill out forms for account openings/maintenance and prepare applications for advisor approval.
• Set up and retrieve reports in the portfolio management system.
• Collaborate with financial associates on purchasing, selling, holding, or exchanging securities products.
• Conduct verbal or written communications with customers on financial matters and perform substantive research for recommendations.
• Handle daily operations: phones, greeting members, mail/email distribution, supply ordering, and other administrative tasks.

Required Skills

Success in this Licensed Client Service Administrator role requires a blend of technical expertise, client service excellence, and organizational prowess. Key skills include:

• Active insurance license (required).
• Proficiency in Salesforce CRM and financial software systems.
• Strong research abilities for products, pricing, and carrier information.
• Excellent verbal and written communication for client interactions.
• Attention to detail in form completion, reporting, and data entry.
• Organizational skills for project management and meeting coordination.
• Client service orientation with ability to answer inquiries confidently.
• Familiarity with securities, annuities, and investment advisory services.
• Administrative multitasking in a fast-paced office environment.

Education & Experience

Required: High school diploma or equivalent; active state insurance license; 1-2 years of administrative or client service experience in financial services preferred. Experience with Thrivent systems, Salesforce, or portfolio management tools is a plus. Candidates must be comfortable in a fully in-office setting in Perryville, MO, and eager to grow within the team.

Compensation Overview

Competitive hourly pay of $21-24/hour based on experience, equating to an annual range of approximately $43,680 - $49,920 for full-time hours. PTO available from day one.

Benefits

This position offers immediate PTO accrual for work-life balance. While no traditional benefits package (health, dental, etc.) is included, the role provides unparalleled on-the-job training, career development opportunities, and the chance to build expertise in Thrivent's financial ecosystem. Join a supportive team environment focused on your professional growth in Perryville, Missouri.

Apply Today! If you're a licensed professional passionate about financial services, client success, and career advancement, submit your resume to join Thrivent's SEMO Financial Advisors. Keywords: Licensed Client Service Administrator jobs Perryville MO, Thrivent careers, insurance administrator, financial advisor support, Salesforce jobs Missouri.