Adv Brokerage Ops Prof UNL

Thrivent • Minneapolis, MN

12d • $23 - $31

About The Position

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). 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.

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.

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.

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, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees