Adv Brokerage Operations Professional- UNL Remote
Adv Brokerage Operations Professional- UNL Remote
Posted on :
13-04-2025
Employer Active
1 Vacancy
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Job Description
This position is accountable for answering incoming phone calls and processing new account documents maintenance requests transfers and distributions. This includes analyzing and processing nonroutine and/or complex new business and service transactions (including not in good order items). Position will also make outbound calls as required. Ensures servicerelated activities are performed quickly accurately costeffectively 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.
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.
- Achieve or exceed department quality standards.
Required Job Qualifications
- High School diploma/GED required; College degree preferred
- 12 years customer service experience financial industry experience preferred
- Strong written and communication skills
- Proficient with MS Excel MS Word and applicable financial reporting tools.
Other Critical Factors
- Ability to work during core business hours of 8 am and 6 pm CT Monday through Friday.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race religion color sex gender identity sexual orientation pregnancy national origin age disability marital status citizenship status military or veteran status genetic information or any other status protected by applicable local state or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation please let us know by sending an email toor calland request Human Resources.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
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