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Adv Brokerage Operations Professional
Thrivent
Remote, USA
Full-time
Entry · 1+ years experience
Remote
USD 22.92-31.01 hourly / hour
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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, 1-2 years related Financial Services industry experience
- Strong written and verbal communication skills
- Proficient with Microsoft Office suite tools, Microsoft Outlook in particular
- FINRA Series 7 and 63/65, or 66 required or obtained within 90 days of hire. Additional licensure by manager approval as specific job accountabilities warrant.
- Other Critical Factors
- Bachelor’s degree in a relevant field i.e. Business, Finance, Economics
- 3-5 years experience in Brokerage industry, with particular focus in Account Transfers
- 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.
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