Know ATS Score
CV/Résumé Score
  • Expertini Resume Scoring: Our Semantic Matching Algorithm evaluates your CV/Résumé before you apply for this job role: Client Service Administrator Maar Financial Group.
Chile Jobs Expertini

Urgent! Client Service Administrator - Maar Financial Group Job Opening In Valparaíso – Now Hiring Thrivent

Client Service Administrator Maar Financial Group



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.


    Required Skill Profession

    Financial Clerks



    Your Complete Job Search Toolkit

    ✨ Smart • Intelligent • Private • Secure

    Start Using Our Tools

    Join thousands of professionals who've advanced their careers with our platform

    Rate or Report This Job
    If you feel this job is inaccurate or spam kindly report to us using below form.
    Please Note: This is NOT a job application form.


      Unlock Your Client Service Potential: Insight & Career Growth Guide


    • Real-time Client Service Jobs Trends in Valparaíso, Chile (Graphical Representation)

      Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Client Service in Valparaíso, Chile using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 765 jobs in Chile and 8 jobs in Valparaíso. This comprehensive analysis highlights market share and opportunities for professionals in Client Service roles. These dynamic trends provide a better understanding of the job market landscape in these regions.

    • Are You Looking for Client Service Administrator Maar Financial Group Job?

      Great news! is currently hiring and seeking a Client Service Administrator Maar Financial Group to join their team. Feel free to download the job details.

      Wait no longer! Are you also interested in exploring similar jobs? Search now: .

    • The Work Culture

      An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Thrivent adheres to the cultural norms as outlined by Expertini.

      The fundamental ethical values are:
      • 1. Independence
      • 2. Loyalty
      • 3. Impartiality
      • 4. Integrity
      • 5. Accountability
      • 6. Respect for human rights
      • 7. Obeying Chile laws and regulations
    • What Is the Average Salary Range for Client Service Administrator Maar Financial Group Positions?

      The average salary range for a varies, but the pay scale is rated "Standard" in Valparaíso. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

    • What Are the Key Qualifications for Client Service Administrator Maar Financial Group?

      Key qualifications for Client Service Administrator Maar Financial Group typically include Financial Clerks and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.

    • How Can I Improve My Chances of Getting Hired for Client Service Administrator Maar Financial Group?

      To improve your chances of getting hired for Client Service Administrator Maar Financial Group, consider enhancing your skills. Check your CV/Résumé Score with our free Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.

    • Interview Tips for Client Service Administrator Maar Financial Group Job Success
      Thrivent interview tips for Client Service Administrator   Maar Financial Group

      Here are some tips to help you prepare for and ace your job interview:

      Before the Interview:
      • Research: Learn about the Thrivent's mission, values, products, and the specific job requirements and get further information about
      • Other Openings
      • Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.
      • Dress Professionally: Choose attire appropriate for the company culture.
      • Prepare Questions: Show your interest by having thoughtful questions for the interviewer.
      • Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.
      During the Interview:
      • Be Punctual: Arrive on time to demonstrate professionalism and respect.
      • Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.
      • Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.
      • Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.
      • Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.
      • Follow Up: Send a thank-you email to the interviewer within 24 hours.
      Additional Tips:
      • Be Yourself: Let your personality shine through while maintaining professionalism.
      • Be Honest: Don't exaggerate your skills or experience.
      • Be Positive: Focus on your strengths and accomplishments.
      • Body Language: Maintain good posture, avoid fidgeting, and make eye contact.
      • Turn Off Phone: Avoid distractions during the interview.
      Final Thought:

      To prepare for your Client Service Administrator Maar Financial Group interview at Thrivent, research the company, understand the job requirements, and practice common interview questions.

      Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Thrivent's products or services and be prepared to discuss how you can contribute to their success.

      By following these tips, you can increase your chances of making a positive impression and landing the job!

    • How to Set Up Job Alerts for Client Service Administrator Maar Financial Group Positions

      Setting up job alerts for Client Service Administrator Maar Financial Group is easy with Chile Jobs Expertini. Simply visit our job alerts page here, enter your preferred job title and location, and choose how often you want to receive notifications. You'll get the latest job openings sent directly to your email for FREE!