The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment ... The Client Service Administrator's main responsibilities will include providing client service ...
The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment ... The Client Service Administrator's main responsibilities will include providing client service ...
The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment ... The Client Service Administrator's main responsibilities will include providing client service ...
The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment ... The Client Service Administrator's main responsibilities will include providing client service ...
Client Success Partners (CSP) will be key members of the Fee-for-Service (FFS) Client Success and Regional Team. This role will directly work with PCG Education FFS clients, taking ownership for ...
Client Success Partners (CSP) will be key members of the Fee-for-Service (FFS) Client Success and Regional Team. This role will directly work with PCG Education FFS clients, taking ownership for ...
Client Service Specialist
Fort Wayne, IN · Remote
$15.50 - $20.50/hr
About the job Client Service Specialist Client Services Associate (Travel Agent) Location: Remote | Work From Anywhere Type: Independent Contractor / Flexible Schedule Do you love to travel and help ...
Client Service Specialist
Fort Wayne, IN · Remote
$15.50 - $20.50/hr
About the job Client Service Specialist Client Services Associate (Travel Agent) Location: Remote | Work From Anywhere Type: Independent Contractor / Flexible Schedule Do you love to travel and help ...
Client Service Executive
Indianapolis, IN · On-site
$82K - $117K/yr
In this role, you partner cross-functionally with finance, IT, HR, product, and sales to coordinate the delivery, enhancement, and continuous improvement of services. You play a critical role in ...
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Client Service Executive
Indianapolis, IN · On-site
$82K - $117K/yr
In this role, you partner cross-functionally with finance, IT, HR, product, and sales to coordinate the delivery, enhancement, and continuous improvement of services. You play a critical role in ...
... financial advisory services firm. Originally founded in 1882 as the family office of John D ... The Client Associate will work with our Private Advisor team members and will interact directly ...
... financial advisory services firm. Originally founded in 1882 as the family office of John D ... The Client Associate will work with our Private Advisor team members and will interact directly ...
Client Service Representative
Fishers, IN · On-site
$15 - $20.25/hr
Access to the people and financial resources of a large veterinary community Leadership ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Fishers, IN · On-site
$15 - $20.25/hr
Access to the people and financial resources of a large veterinary community Leadership ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Fishers, IN · On-site
$15 - $20.25/hr
Benefits of joining the VCA Team! • Access to the people and financial resources of a large ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Fishers, IN · On-site
$15 - $20.25/hr
Benefits of joining the VCA Team! • Access to the people and financial resources of a large ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Coordinator - 001065
Greenwood, IN · On-site
$15 - $18.69/hr
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC ... Associates. This allowance provides financial assistance to pursue continuing education ...
Client Service Coordinator - 001065
Greenwood, IN · On-site
$15 - $18.69/hr
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC ... Associates. This allowance provides financial assistance to pursue continuing education ...
Client Service Coordinator - 001065
Greenwood, IN · On-site
$15 - $18.69/hr
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... Associates. This allowance provides financial assistance to pursue continuing education ...
Client Service Coordinator - 001065
Greenwood, IN · On-site
$15 - $18.69/hr
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... Associates. This allowance provides financial assistance to pursue continuing education ...
Client Service Coordinator
$18.91 - $25.90/hr
Client Service Coordinator BluePearl Specialty + Emergency Pet Hospital is hiring an extraordinary ... In this position, you are the first BluePearl Associate that the client sees. You will ensure that ...
Client Service Coordinator
$18.91 - $25.90/hr
Client Service Coordinator BluePearl Specialty + Emergency Pet Hospital is hiring an extraordinary ... In this position, you are the first BluePearl Associate that the client sees. You will ensure that ...
Client Service Specialist
$16.25 - $21.50/hr
Client Service Specialist The best advisory team in the country is seeking an experienced Client ... Minimum of 3 years of experience supporting a financial advisory practice * Strong interpersonal ...
Client Service Specialist
$16.25 - $21.50/hr
Client Service Specialist The best advisory team in the country is seeking an experienced Client ... Minimum of 3 years of experience supporting a financial advisory practice * Strong interpersonal ...
Client Service Specialist
$18.25 - $29.75/hr
Client Service Specialist Job Locations US-IL-Chicago | US-MI-Ann Arbor | US-IN-Evansville | US-MN ... Experience in financial services, preferably in a support or operations role. * Strong attention to ...
Client Service Specialist
$18.25 - $29.75/hr
Client Service Specialist Job Locations US-IL-Chicago | US-MI-Ann Arbor | US-IN-Evansville | US-MN ... Experience in financial services, preferably in a support or operations role. * Strong attention to ...
The Branch Client Service Manager III directly contributes to key business outcomes such as client ... Solid financial acumen. Behaviors: Proficient in using technology as a tool to maximize ...
The Branch Client Service Manager III directly contributes to key business outcomes such as client ... Solid financial acumen. Behaviors: Proficient in using technology as a tool to maximize ...
Client Service Representative
Carmel, IN · On-site
$16 - $21.75/hr
Client Service Representative VCA Companion AMC in Carmel, IN We are seeking an experienced Client ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Carmel, IN · On-site
$16 - $21.75/hr
Client Service Representative VCA Companion AMC in Carmel, IN We are seeking an experienced Client ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Newburgh, IN · On-site
$15.25 - $20.75/hr
Job Type Full-time, Part-time, Temporary Description At All Breed Pet Care, our associates are able ... Generates financial and other reports (e.g., call-back lists and appointment lists) using the ...
Client Service Representative
Newburgh, IN · On-site
$15.25 - $20.75/hr
Job Type Full-time, Part-time, Temporary Description At All Breed Pet Care, our associates are able ... Generates financial and other reports (e.g., call-back lists and appointment lists) using the ...
Client Service Representative
$14 - $16/hr
Description At All Breed Pet Care, our associates are able to practice high-quality medicine in a ... Generates financial and other reports (e.g., call-back lists and appointment lists) using the ...
Client Service Representative
$14 - $16/hr
Description At All Breed Pet Care, our associates are able to practice high-quality medicine in a ... Generates financial and other reports (e.g., call-back lists and appointment lists) using the ...
Client Service Representative
Newburgh, IN · On-site
$14 - $16/hr
At All Breed Pet Care, our associates are able to practice high-quality medicine in a spacious and ... Generates financial and other reports (e.g., call-back lists and appointment lists) using the ...
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Client Service Representative
Newburgh, IN · On-site
$14 - $16/hr
At All Breed Pet Care, our associates are able to practice high-quality medicine in a spacious and ... Generates financial and other reports (e.g., call-back lists and appointment lists) using the ...
Client Service Representative
$15.25 - $20.75/hr
Job Type Full-time, Part-time, Temporary Description At All Breed Pet Care, our associates are able ... Generates financial and other reports (e.g., call-back lists and appointment lists) using the ...
Client Service Representative
$15.25 - $20.75/hr
Job Type Full-time, Part-time, Temporary Description At All Breed Pet Care, our associates are able ... Generates financial and other reports (e.g., call-back lists and appointment lists) using the ...
Client Service Representative
Carmel, IN · On-site
$16 - $21.75/hr
Client Service Representative VCA Companion AMC in Carmel, IN We are seeking an experienced Client ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Carmel, IN · On-site
$16 - $21.75/hr
Client Service Representative VCA Companion AMC in Carmel, IN We are seeking an experienced Client ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Financial Client Service Associate information
See Indiana salary details
$13.27 - $17.92
13% of jobs
$19.84 is the 25th percentile. Wages below this are outliers.
$17.92 - $22.58
30% of jobs
The median wage is $24 / hr.
$22.58 - $27.24
24% of jobs
$29.93 is the 75th percentile. Wages above this are outliers.
$27.24 - $31.90
14% of jobs
$31.90 - $36.56
4% of jobs
$36.56 - $41.21
3% of jobs
$41.21 - $45.87
2% of jobs
$45.87 - $50.53
3% of jobs
$50.53 - $55.19
2% of jobs
$55.19 - $59.85
2% of jobs
$59.85 - $64.50
2% of jobs
$13
$30
$64
How much do financial client service associate jobs pay per hour?
Is $50,000 enough to work with a financial advisor?
How much does a finance associate earn?
What is the role of a financial service associate?
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$46K - $58K/yr
Full-time
Medical, Retirement
Posted 8 days ago
Thrivent rating
8.8
Based on 20 frontline employees who took The Breakroom Quiz
Job description
Summary
This position provides licensed financial and non-financial support to Maar Financial Group and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of "community" with and among members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.Job Description
Position Summary
Maar Financial Group is looking for a self-motivated individual who thrives working not only independently but also with a team. The Client Service Administrator's main responsibilities will include providing client service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting financial plans and reports; accepting and/or entering securities trade orders from customers; contacting clients for service related matters; and, participating in occasional marketing events that may occur during non-business hours.
Compensation
Compensation will be market and situation-based, corresponding to the candidate's experience level and credentials. The package will include a competitive salary, annual bonus opportunity after one year's employment, and participation in a 401(k) plan. Option of medical.
Salary Range based on license status: $46,000 - $58,000
Position Roles/Responsibilities/Accountabilities
- Bachelor's degree, preferably in a business or finance related field
- Must have or be interested in attaining securities registration with SIE, Series 7 and Series 66 within 120 days of employment as well as insurance licensing
- Interested in understanding economic trends, regulations, and other factors affecting client investments
- Excellent writing skills
- Very detail oriented and organized
- Excellent problem solving and communication skills
- Ability to flourish in a fast-paced environment
- Ability to maintain integrity of sensitive/confidential information
- Work well in a team-oriented environment
- Demonstrate an ability to develop and cultivate relationships
- Accept feedback and constructive criticism well
- Pass any applicable pre-employment tests
- Be able to demonstrate customer service orientation/experience obtained in any field
- Proficient in Microsoft Word, Outlook, and Excel
External/Internal Dependencies
- Must be able to work with all roles of the Maar Financial Group.
- Must be able to represent the organization in work with external clients.
- Must be able to cultivate and maintain relationships with outside organizations.
As part of Maar Financial Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.