Kansas Licensed Client Service Administrator

Job Summary

Supporting daily operations in a full-time capacity, the Kansas Licensed Client Service Administrator will manage client service requests, maintain client information, and assist Lead Advisors with meeting preparations while working remotely within the Central time zone.

Key responsibilities

• Respond to client service requests and complete post-meeting administrative tasks
• Schedule client meetings and document follow-up tasks during client interactions
• Update Salesforce with client information and assist with account maintenance forms

Required qualifications

• Previous financial services experience preferred
• Strong technical aptitude with business tools such as Microsoft Word, Excel, and PowerPoint
• Ability to manage multiple tasks while maintaining high-quality work
• Understanding of sensitive and confidential information handling
• Basic knowledge of Flint Hills Group products and services, as well as Thrivent Financial