Job Description

Summary

IntentGen Financial Partners, an independent financial services practice of the Thrivent Advisor Network in Naperville, IL is looking for a full-time Service Coordinator to handle support, maintenance, and execution of our Broker/Dealer solutions. Were hiring motivated people to grow with us. If you have a heart for service and a passion for helping others, wed like to connect with you.

Position summary:
This position provides securities licensed administrative support to IntentGen Financial Partners. This position serves as a resource to Financial Representatives and clients in handling, researching, and communicating information regarding their broker/dealer related solutions. The role also supports the daily operations of the practice, including, but not limited to: answering calls and emails from clients, preparing the advisors with all appropriate forms/files to run their meetings, ensuring that all service work and new business is processed quickly and efficiently to the highest degree of accuracy, utilizing Purshe Kaplan Sterling, Thrivent, and other various carriers computer systems in support of client relations, supporting variable product related tasks, and other administrative duties as assigned. This position reports to and is employed by IntentGen Financial Partners.

Job Description

Position summary:

This position provides securities licensed administrative support to IntentGen Financial Partners. This position serves as a resource to Financial Representatives and clients in handling, researching, and communicating information regarding their broker/dealer related solutions. The role also supports the daily operations of the practice, including, but not limited to: answering calls and emails from clients, preparing the advisors with all appropriate forms/files to run their meetings, ensuring that all service work and new business is processed quickly and efficiently to the highest degree of accuracy, utilizing Purshe Kaplan Sterling, Thrivent, and other various carriers computer systems in support of client relations, supporting variable product related tasks, and other administrative duties as assigned.

Position Roles/Responsibilities/Accountabilities

* Prepares, submits, and tracks pending applications, contributions, distributions, transfers, and contract changes for clients
* Provides information and answers questions related to broker/dealer products for both advisors and clients utilizing verbal and written communication
* Collaborates with financial associates to assist clients with the purchase, sale, or exchange of broker/dealer product investments
* May prepare or coordinate the preparation of correspondence, reports, or special projects as needed
* Updates tasks within the client management system with information pertaining to client activities
* Assists Financial Representatives in the preparation for and follow up after client meetings
* Conducts substantive information gathering that will be used with making product recommendations or providing investment advice (e.g. conducting due diligence, etc.)
* Additional responsibilities may be assigned in accordance with licensure and business needs

Position Qualifications

* Experience in the financial services industry required
* Must be securities registered with series 6 & 63 and Life & Health in the state of IL or be willing to do so within 120 days of hire/contract
* Demonstrated customer service orientation/experience, 2+ years preferred
* Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint)
* Familiarity with Salesforce based CRM recommended
* Ability to maintain integrity of sensitive/confidential information

Competencies

* Planning/Organizing
* Customer Focus
* Communication
* Interpersonal Skills
* Teamwork and Collaboration
* Adaptability/Flexibility
* Problem Solving
* Attention to detail

External/Internal Dependencies

* Must be able to work with all roles of the IntentGen Financial Partners team
* Must be able to represent the organization in work with external clients
* Must have the ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

As part of IntentGen Financial Partners 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.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.