Note: The job is a remote job and is open to candidates in USA. Thrivent is committed to helping people thrive with purpose. The Advanced Brokerage Operations Professional is responsible for processing account documents and ensuring compliance with service-related activities while providing excellent customer service.
Responsibilities
- Provide services as part of a brokerage operations functional team. This includes answering member and field phone calls, assisting other team members, managing workflow, flexing to provide functional coverage and collaborating with other service teams
- Maintain a thorough understanding of brokerage operations products, services and affiliated systems including the NFS and Thrivent systems and applicable operational policies and procedures
- Build and maintain a high quality and professional working relationship with all field professionals, clearing firm and internal business units
- Analyze, approve and provide high quality and timely service assuring strong member and field satisfaction and achieving and exceeding established service level timeframes
- Provide quality customer service by providing detailed, accurate and timely communications to ensure the field and clients have a reasonable understanding of the operational status of the account
- Achieve or exceed department quality standards
Skills
- High School diploma, 1-2 years related Financial Services industry experience
- Strong written and verbal communication skills
- Proficient with Microsoft Office suite tools, Microsoft Outlook in particular
- Bachelor's degree in a relevant field i.e. Business, Finance, Economics
- 3-5 years experience in Brokerage industry, with particular focus in Account Transfers
Benefits
- Various bonuses (including, for example, annual or long-term incentives)
- Medical, dental, and vision insurance
- Health savings account
- Flexible spending account
- 401k
- Pension
- Life and accidental death and dismemberment insurance
- Disability insurance
- Supplemental protection insurance
- 20 days of Paid Time Off each year
- Sick and Safe Time
- 10 paid company holidays
- Volunteer Time Off
- Paid parental leave
- EAP
- Well-being benefits
Company Overview