Thrivent · 6 hours ago

Adv Brokerage Operations Professional- UNL (Remote)

United States

Full-time

Remote

Entry Level

$22.47/hr - $30.40/hr

1+ years exp

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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.

Qualification

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Financial Industry ExperienceMS ExcelMS WordFinancial Reporting Tools