Practice Support Specialist, Licensed (Remote)
Practice Support Specialist, Licensed (Remote)
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
The Field Practice Solutions Specialist brings a foundational understanding of all financial products and expertly navigates various systems and tools to complete applications generate illustrations and facilitate money movement on behalf of Financial Advisors (FAs). This role involves gathering missing personal and financial information from clients guiding them through service and money movement processes and ensuring a positive client experience all while increasing advisor capacity.
This role requires taking ownership of issues collaborating with departments to resolve errors and clearly communicating product-specific information to FAs support staff and other stakeholders.
DUTIES & RESPONSIBILITIES:
Complete applications and service forms for all product lines including Life Insurance Health Annuities (LHA) Mutual Funds (MF) Financial Planning and Brokerage ensuring they are in good order (IGO).
Research & resolve not-in-good-order (NIGO) issues across all product lines by analyzing processes correcting errors and gathering additional information as needed. Collaborate with external companies to ensure forms are in good order (IGO)
Efficiently navigate over 40 systems to accurately process applications and service forms minimizing the need for additional outreach to representatives and clients
Facilitate money movement for internal and external products on behalf of the FA/Client ensuring accuracy and compliance
Proactively contact clients to gather information provide reminders to the client to complete various applications/forms assist in conversations with external companies and clients to verify form accuracy gather additional details and complete required paperwork
Understand and apply back-end and front-end processes across all product lines to ensure seamless handling of transactions
Review external company statements to input accurate data for financial planning
Describe below the audience this role will interact with and level of influence they will have on those roles.
This role engages with a diverse audience across the organization. Key interactions include Financial Advisors and Office Professionals in the field as well as internal teams. While most interactions are with individual contributors and managers the role requires the ability to collaborate across varying levels of the organization.
The Field Practice Solutions Specialist is expected to address undefined problems with limited information applying evaluation judgment and analytical skills. They contribute to identifying recurring issues streamlining inefficient processes and implementing solutions to reduce costs while enhancing field and client satisfaction. Effective communication is critical requiring the ability to resolve conflicts and inspire action.
QUALIFICATIONS & SKILLS:
Required:
2 years of diverse experience in the financial industry with in-depth experience with one or more financial products (Mutual Funds Brokerage Investments Annuity Life Health) and supporting systems
Excellent interpersonal skills with strong written and verbal communication and high attention to detail. Able to clearly communicate with diverse audiences across the enterprise
Demonstrates adaptability in a dynamic fast-changing environment
Maintains integrity of sensitive and confidential information
Ability to establish rapport and build relationships with external and internal customers and coworkers
Ability to anticipate customer needs with insights from industry best practices
Strong proficiency in navigating multiple systems
Preferred:
Flexibility to work a schedule based on business needs. Schedules do not typically fluctuate; however there are times where it may change
Proven ability to independently problem-solve and research client and field-related issues with minimal direction
Licensing Grid:
For licensed roles FINRA SIE Series 6 required or obtained within 60 days of hire/transfer.
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
