Thrivent Financial logo
Thrivent Financial

Thrivent Financial is a faith-based, nonprofit financial services organization dedicated to helping Christians manage their money wisely and generously. Owned b

Advanced Brokerage Operations Professional, Licensed

Location

Minnesota

Posted

1 day ago

Salary

$22 - $31 / hour

Seniority

Mid Level

High School2 yrs expEnglishNFS

Job Description

Advanced Brokerage Operations Professional, Licensed

Thrivent Financial

• 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.

Job Requirements

  • High School
  • 1-2 years related experience
  • 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, 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
  • other employee benefits

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