Note: The job is a remote job and is open to candidates in USA. Thrivent is a financial services organization committed to helping people be wise with money and live balanced and generous lives. The Advanced Brokerage Operations Professional, Licensed role supports brokerage operations by handling calls, processing account transactions, analyzing complex service requests, and ensuring accurate, timely, and compliant 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, 1-2 years related experience
- FINRA Series 7 and 63/65, or 66 required or obtained within 90 days of hire
- Strong written and communication skills
- Proficient with MS Excel, MS Word, and applicable financial reporting tools
- Ability to work day and/or evening shifts according to volume forecasts
Benefits
- Various bonuses, including 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
- This can be a remote position within the US
Company Overview