Thrivent Financial Advanced Brokerage Operations Professional in Minneapolis, Minnesota

Summary

• Do you have a passion for servicing others?• Do you have a proven track record of success in the brokerage industry?• Do you want to work for a mission driven organization that aligns with your values?If you answered yes to all of these questions, the Advanced Brokerage Operations Professional opportunity may be a great fit for you! In this role, you are accountable to answer incoming phone calls, processing new account documents, maintenance requests, transfers and distributions. You will analyze and process non-routine as well as complex new business and service transactions. Ensure service-related activities are performed quickly, accurately, cost-effectively and in compliance with internal service and state and federal regulatory standards.This position can be located in Minneapolis, MN or Appleton, WI.

Job Description

Job Duties and 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.

  • Provide services as part of a brokerage operations processing team. This includes assisting other team members, managing workflow, flexing to provide functional coverage, collaborating with other service teams, and answering member and field phone calls as volumes warrant.

  • Provide support in the development of policies, procedures and quality assessments.

  • Achieve or exceed department quality standards.

  • Balance a large and varied work load of both phones and processing of paperwork that has the potential to fluctuate greatly from day to day. They must be able to balance their work and prioritize to meet service levels that are critical to the success of Brokerage Operations.

  • Ability to quickly find creative solutions to problems that are encountered is imperative making the member experience the best it can possible be. This will likely result in a more positive image of Thrivent, and has the potential to help retain or grow member relationships.

  • Resilient with a proven track record of success under difficult circumstances and ambiguity. You set goals and consistently achieve them.

  • You have the ability to quickly assess a situation and provide creative solutions

  • You have excellent time management skills and are able to self-direct.

  • You adapt to situations and audiences appropriately.

  • You are flexible and able to work off hours if needed.

Job Qualifications

  • High School diploma or equivalent is required. Post-secondary education preferred.

  • 1-2 years related experience required.

  • Business acumen skills are desired.

  • Demonstrates excellent interpersonal skills, positive attitude, and strong verbal and written communications skills and a high attention to detail.

  • Thrives in a fast-paced, high-performing team environment!

  • Demonstrates resilience in the face of ambiguity, shifting priorities and rapid change.

  • Keying data entry efficiently with proficiency and accuracy in typing/keyboarding is required. Beginner to Intermediate knowledge and use of Microsoft Suite, primarily in Word, Excel, PowerPoint, and Outlook is desired.

  • Professional phone demeanor, tone and etiquette.

  • Ability to quickly learn complex program and product knowledge.

  • Ability to work on a PC, while accessing and navigating multiple software applications in a Windows environment and talking to the customer on the phone headset at the same time.

Other Critical Factors

  • Open and accepting of new and diverse ideas, while showing appreciation for others’ background, expertise and contributions.

  • Value the diversity of all employees and members, and effectively contribute to an inclusive work environment.

  • Proficient Bi-lingual English/Spanish skills, both written and verbal, is a plus!

  • Ability to work day and/or evening shifts according to volume forecasts.

In addition to supporting Thrivent’s mission every day, along with Thrivent’s core health and wellness benefits, you would be eligible to receive the following benefits and opportunities:

  • Career Advancement - We take a hands-on approach to helping you develop your professional career with us.

  • Up to 20 Days of Paid Time Off

  • Up to 20 Hours of Volunteer Time Off

  • 401(k) and Pension

  • Paid training

  • Tuition reimbursement

  • Employee Business Resource Groups

Thrivent Financial is a membership organization of Christians. Other Fortune-500 financial companies offer advice, but at Thrivent, we blend faith, finances and generosity to help our members have a healthy relationship with money—because we know that feeling like you have “enough” isn’t directly related to how much you have, it’s about how you use what you have. At Thrivent, we provide financial guidance by looking at money differently—seeing it as a tool; not a goal.

When you join our team, you’ll put your talents to work in amazing ways. You’ll create strategies that help others follow sound financial principles and connect their finances with their values.

You won’t just build your career; you’ll be part of a movement that’s focused on growing, innovating and serving.

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