Associate Customer Care Professional, Mutual Funds, Remote

Thrivent

72d • $23

About The Position

This role isn't on the other end of a complaint line, and escalated callers are rare. Instead, you're empowered to provide a call experience that doesn't rely on a script, and you’ll own it from the first 'Hello!' to problem resolution. Working on each unique call from beginning to end lets you focus on the details needed to find the right solutions and provide a superior call experience. Each day, you will be helping people with similar values to your own to make the most of all they've been given. And your passion for serving others combined with integrity in your words and actions is essential to your success. The calls Building rapport with callers of diverse backgrounds is vital to accurately assess the situation and present potentially complex solutions. It requires quickly navigating multiple systems and at the same time engaging callers with clear, concise, and positive language as you gather relevant information. We are passionate about the client experience. While Average Handle Time (AHT) is measured, we focus on quality and first-call resolution, while looking to minimize our processing time or after-call work so we can help more clients reach their desired goals. An environment to launch your career The calls you’ll work on daily are from individuals driven by a higher purpose and resonate with Thrivent's promise of helping people achieve financial clarity, enabling lives full of meaning and gratitude. That mentality is why escalated callers are few. You'll step into a role with dedicated support from tenured teammates, structured and ongoing training, and regular meetings with your manager. Your professional development and career progression result from monthly coaching sessions, thought provoking and structured career advancement programs, and stretch opportunities. It's a career with multiple paths for advancement, too. You have the opportunity to use your interest in financial services to become an expert in products and programs like annuities, health insurance, life insurance, mutual funds, and beneficiary claims unique to Thrivent. And with a track record of individuals advancing into new support and leadership roles across the organization, this role provides a starting point for growing at Thrivent.

Requirements

• High school diploma or equivalent experience.
• Experience navigating complex customer interactions from support through to resolution.
• Strong written and verbal communication skills.
• Ability to welcome change and contribute to continuous improvement in a fast-paced work environment.
• Ability to work full-time schedule between the hours of 9:30 a.m.-6 p.m. (CST), Monday through Friday.
• Private, secure, distraction-free work area with reliable power and hard-wired internet connection.

Nice To Haves

• Post-secondary education is preferred.
• Customer service, financial services or insurance experience.
• Bilingual in both English and Spanish.
• Ability to interpret, navigate, explain and process complex mutual fund transactions.
• Skilled in identifying root causes and resolving customer issues with minimal escalation.
• Detail-oriented with a focus on delivering high-accuracy work in a regulated financial setting.

Responsibilities

• Provide a call experience that doesn't rely on a script.
• Own the call from the first 'Hello!' to problem resolution.
• Build rapport with callers of diverse backgrounds.
• Navigate multiple systems while engaging callers.
• Focus on quality and first-call resolution.
• Minimize processing time or after-call work.
• Participate in structured training and ongoing development.
• Engage in monthly coaching sessions and career advancement programs.

Benefits

• Comprehensive medical, vision, and dental insurance.
• 401(k) matching up to 6% & a pension plan.
• 4-weeks of PTO + 12 paid holidays.
• Up to 20 hours of volunteer time off.
• Corporate gift matching 1:1.
• No nights or weekends.

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