[Hiring] Advanced Brokerage Operations Professional @Thrivent

Role Description

This position is accountable for answering incoming phone calls and processing new account documents, maintenance requests, transfers, and distributions. This includes analyzing and processing non-routine and/or complex new business and service transactions (including "not in good order" items). The position will also make outbound calls as required. Ensures service-related activities are performed quickly, accurately, cost-effectively, and in compliance with internal service and state and federal regulatory standards. Provides support in the development of policies/procedures and quality assessments. This position focuses on using job or technical knowledge and skills to serve customers effectively. Willingly cooperates and works collaboratively to accomplish department objectives.

Job Duties and Responsibilities

• Provide services as part of a brokerage operations functional team.
• Answer member and field phone calls, assist other team members, manage workflow, and collaborate with other service teams.
• Maintain a thorough understanding of brokerage operations products, services, and affiliated systems including the NFS and Thrivent systems.
• 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.
• Provide quality customer service with detailed, accurate, and timely communications.
• Achieve or exceed department quality standards.

Qualifications

• High School diploma, 1-2 years related Financial Services industry experience.
• Strong written and verbal communication skills.
• Proficient with Microsoft Office suite tools, particularly Microsoft Outlook.

Requirements

• Bachelor’s degree in a relevant field (e.g., Business, Finance, Economics).
• 3-5 years experience in the Brokerage industry, with a particular focus on Account Transfers.

Benefits

• Various bonuses (including annual or long-term incentives).
• Medical, dental, and vision insurance.
• Health savings account.
• Flexible spending account.
• 401k and 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 and well-being benefits.
• Other employee benefits.