{"id":4200410,"url":"https://alion.io/job/thrivent-securities-client-service-administrator","title":"Securities Client Service Administrator","company":{"id":1761522,"name":"Thrivent","domain":"thrivent.com","url":"https://alion.io/company/thrivent-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":79,"open_postings":13,"ghost_share":0,"stale_share":0.846,"repost_share":0,"time_to_fill_p50_days":29,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Administrative","role_family":"Administrative","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Madison, United States","Burlington, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":55000,"max":75000,"currency":"USD","period":"year","gross":null,"usd_annual":75000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-22T00:00:00Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-11-12T22:01:06Z","board_verified":true,"closed_at":null,"days_open":21,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":21},"description":"Shoreline Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Shoreline Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.\nPosition summary:\nThis position provides securities-licensed administrative and client service support to Shoreline Group. The Securities Client Service Administrator, partners with Financial Advisors to deliver a responsive client experience, complete securities-related activities within the scope of applicable registrations, and support efficient daily practice operations. The position reports to and is employed by Shoreline Group.\nThis position can be in office for the Kenosha, Racine, Delavan, Madison, or Waupun office or remote but the candidate must reside in Central or Southern Wisconsin.\nHours of operation are 8 a.m. to 5 p.m. Monday to Friday. Benefits include: Medical, Dental, Vision, Long-Term Disability, Short-Term Disability, Accidental Death & Dismemberment, Life Insurance, Simple IRA with employer match, Holiday Pay, and PTO. Compensation is $55,000-$75,000 dependent upon licensure and experience.\nPosition Roles/Responsibilities/Accountabilities\nHandles incoming telephone calls to and responds to requests for information\nResearches inquiries regarding client accounts\nProvides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services\nPrepares or coordinates the preparation of routine correspondence, reports, and special projects\nSupports projects, administration of various programs, and processing functions as needed\nUpdates the contact management system with client contact and preference information\nAssist FA in the preparation and follow up for the customer/member meetings\nCollaborate with FAs to assist client’s to purchase, sell, hold or exchange securities products\nVerbal or written communications with prospective or existing customers regarding financial matters\nConducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.)\nObtaining client financial and/or suitability information\nAccepting and/or entering securities trade orders from customers, including unsolicited trade orders\nManually enter information provided by the FA into electronic application systems and email, lock sign or submit.\nAdditional responsibilities may be assigned in accordance with licensure and business needs\nPosition Qualifications\nPrevious administrative/secretarial experience desired\nMust be securities registered (i.e. 7/63, or 7/63/65 or 7/66).\nMust be securities registered in all states in which the candidate would be doing support work for Shoreline Group\nDemonstrated customer service orientation/experience, 2+ years preferred\nStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn\nAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions\nAbility to maintain integrity of sensitive/confidential information\nBasic understanding of our products, services, and Thrivent Financial\nCompetencies\nPlanning/Organizing\nClient Focus\nCommunication\nInterpersonal Skills\nTeamwork and Collaboration\nAdaptability/Flexibility\nExternal/Internal Dependencies\nMust be able to work with all roles of the Shoreline Group\nMust be able to represent the organization in work with external clients\nMust be able to cultivate and maintain relationships with outside organizations\nAs part of Shoreline Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.\nAll persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.\nPay TransparencyThrivent 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 otherstatus protected by applicable local, state,or federal law. This policy applies to all employees and job applicants.\nThrivent iscommitted to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to  or call 800-847-4836and request Human Resources.","description_format":"text","description_chars":5530,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Life insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Life Insurance & Annuities"],"lifecycle":[{"event":"open","at":"2026-11-12T22:01:06Z"}],"visa":[],"liveness":{"score":60,"band":"ok","label":"Likely open","p_open":1,"p_active":0.794,"p_room":0.75,"age_days":21,"expected_fill_days":29,"reasons":["conf:1","win:late","comp:junior"],"computed_at":"2026-11-12T23:24:01Z"},"pay":{"stated_usd_annual":75000,"is_top_pay":true},"html_url":"https://alion.io/job/thrivent-securities-client-service-administrator","json_url":"https://alion.io/job/thrivent-securities-client-service-administrator.json","meta":{"generated_at":"2026-11-12T23:24:01Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":49513,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1761522},"rest":"https://alion.io/mcp/rest/get_company?id=1761522"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fthrivent-securities-client-service-administrator"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fthrivent-securities-client-service-administrator"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fthrivent-securities-client-service-administrator"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/thrivent-securities-client-service-administrator\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fthrivent-securities-client-service-administrator"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4200410}},{"tool":"search_jobs","arguments":{"company":"thrivent.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4200410},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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