Advanced Brokerage Operations Professional (Remote)
Posted 2025-08-23
Remote, USA
Full Time
Immediate Start
<p style="text-align:inherit"> </p><p style="text-align:inherit"></p>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.<p style="text-align:inherit"> </p><p style="text-align:inherit"></p><p style="text-align:inherit"> </p><p style="text-align:inherit"></p><h3><b>Job Duties and Responsibilities</b></h3><ul><li><h3>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.</h3></li><li><h3>Maintain a thorough understanding of brokerage operations products, services and affiliated systems including the NFS and Thrivent systems and applicable operational policies and procedures.</h3></li><li><h3>Build and maintain a high quality and professional working relationship with all field professionals, clearing firm and internal business units.</h3></li><li><h3>Analyze, approve and provide high quality and timely service assuring strong member and field satisfaction and achieving and exceeding established service level timeframes.</h3></li><li><h3>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.</h3></li><li><h3>Achieve or exceed department quality standards.</h3></li></ul><p><br><b>Required Job Qualifications</b></p><ul><li><h3>High School, 1-2 years related experience</h3></li><li><h3>Strong written and communication skills</h3></li><li><h3>Proficient with MS Excel, MS Word, and applicable financial reporting tools.</h3></li><li><h3>Experience with Envestnet, Wealthscape, Netx360 or related wealth management systems.</h3></li><li><h3>FINRA Series 7 and 63/65, or 66 required or obtained within 90 days of hire.</h3></li></ul><p></p><p><b><span>Preferred</span></b></p><ul><li><h3><span>College degree or equivalent work experience in brokerage/advisory environment. 3+ years customer service experience and 2+ years industry experience.</span></h3></li></ul><p><span></span></p><p><b>Other Critical Factors</b></p><ul><li><h3>Ability to work day and/or evening shifts according to volume forecasts.</h3></li></ul><p style="text-align:inherit"> </p>Pay Transparency<p style="text-align:inherit"><br> </p>Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $22.47 - $30.40 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.<p style="text-align:inherit"><br> </p>Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.<p style="text-align:inherit"><br> </p>The following benefits may be offered: 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.<p style="text-align:inherit"><br> </p><p style="text-align:left"><i><span>Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, </span></i><i><span>sex<span>, gender identity, sexual orientation,</span> pregnancy, <span>national origin, age, disability, marital status, citizenship status, military or veteran status,</span> <span>genetic information, or any </span>other<span> </span>status <span>protected by applicable local, state</span>,<span> or federal law. This policy applies to all employees and job applicants.</span></span></i></p><p style="text-align:inherit"></p><p style="text-align:left"><i><span>Thrivent is<span> committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation</span>, <span>please let us know by sending an email to </span></span><span><a href="mailto:human.resources@thrivent.com" target="_blank" rel="noopener noreferrer"><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span class="WEH1"><span style="overflow-wrap: break-word; display: inline; text-decoration: inherit; hyphens: auto;">human.resources@thrivent.com</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></a></span><span> or call </span><span><span>800-847-4836</span></span><span> and request Human Resources.</span></i></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>