Associate Customer Care Professional, Mutual Funds, Remote

Thrivent•Minneapolis, MN

11d•$48,800•Remote

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.
Ability to welcome change and contribute to continuous improvement in a fast-paced work environment.
Strong written and verbal communication skills
Ability to work: Beginning October 12, 2026, training: 8:00 a.m.- 4:30 p.m. Central, Monday through Friday for training duration
After Training: Work a full-time schedule between the hours of 9:30 a.m.-6 p.m. (CST), Monday through Friday
Remote work requirements: private, secure, distraction-free work area which must include reliable power and hard-wired internet connection via ethernet to router/modem.
Internet speed minimum requirements: 30 mbps download/10 mbps upload
The ability to pass a criminal background check

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 and scenarios
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 calls from the first "Hello!" to problem resolution.
Focus on details needed to find the right solutions and provide a superior call experience.
Help people make the most of all they've been given.
Build rapport with callers of diverse backgrounds.
Accurately assess situations and present potentially complex solutions.
Quickly navigate multiple systems while engaging callers with clear, concise, and positive language.
Gather relevant information.
Focus on quality and first-call resolution.
Minimize processing time or after-call work.
Step into a role with dedicated support from tenured teammates, structured and ongoing training, and regular meetings with your manager.
Participate in monthly coaching sessions, career advancement programs, and stretch opportunities.
Become an expert in products and programs like annuities, health insurance, life insurance, mutual funds, and beneficiary claims.
Recruit/interview new talent (stretch opportunity).
Participate in focus groups/roundtables to address business objectives (stretch opportunity).
Engage in quality initiatives (stretch opportunity).
Participate in launching new services (stretch opportunity).

Benefits

Competitive base salary of $23.46 HR ($48,800/year)
12 weeks of structured training and onboarding for the product or program you support, with a designated onboarding partner including regular mentoring
Career Progression program which includes the ability to increase your hourly wages every quarter in the first year by meeting established milestones
Comprehensive medical, vision, and dental
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
Various bonuses (including, for example, annual or long-term incentives)
Health savings account
Flexible spending account
Life and accidental death and dismemberment insurance
Disability insurance
Supplemental protection insurance
Sick and Safe Time
Paid parental leave
EAP
Well-being benefits