This position is accountable for answering incoming phone calls and processing new account documents, maintenance requests, transfers and distributions. This includes analyzing and processing non-routine and/or complex n…
This position is accountable for answering incoming phone calls and processing new account documents, maintenance requests, transfers and distributions. This includes analyzing and processing non-routine and/or complex n…
The IT Support Specialist is responsible for assisting in providing first on-call support for supported software applications to meet business needs. In addition, when not fully occupied with on-call support, the IT Supp…
Associate Customer Care Professional, Mutual Funds, Remote
Minneapolis, Minnesota, United States · Remote Solely
Entry level$1.6B raised
This role isn't on the other end of a complaint line, and escalated callers are rare. Instead, you're empowered to provide a call experience that doesn't rely on a script, and you’ll own it from the first "Hello!" to pro…
Skills: Customer service, Financial services, Mutual funds, Communication skills, Problem resolution
This position serves as a primary resource for field members and home office partners on Financial Associate (FA) revenue, commissions, incentives, and production credit matters. The role provides guidance and support on…
Skills: Analytical skills, Problem solving, Decision-making, Data entry, Microsoft Office
We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, bank…
Associate Customer Care Professional, Life Insurance, Remote
United States · Remote Solely
Entry level$1.6B raised
This role isn't on the other end of a complaint line, and escalated callers are rare. Instead, you're empowered to provide a call experience that doesn't rely on a script, and you’ll own it from the first "Hello!" to pro…
Skills: Customer service, Communication, Problem resolution, Financial services, Insurance
Meaningful work. Rewarding career. Make an impact working as part of a team providing financial advice with heart. You’ll learn the business surrounded by experienced financial advisors and other experts, building your c…
Team Sponsored Launch - North Central Florida Group
Gainesville, Florida, United States · On-site
Entry level$1.6B raised
Meaningful work. Rewarding career. Make an impact working as part of a team providing financial advice with heart. You’ll learn the business surrounded by experienced financial advisors and other experts, building your c…
Modernize and direct engineering efforts for the Transactions/Payments domain from enterprise integration services. This domain consists of modern & efficient transaction enabling APIs that provide our consumers the paym…
Skills: Java, Spring Boot, AWS, Microservices, RESTful services
Summary This position provides administrative support to Liz Trotter. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, …
Skills: Administrative support, Customer service, Telephone communication, Microsoft Word, Microsoft Excel
Thrivent is incubating a new digital planning offering designed to make financial advice accessible to more people by: • Lowering traditional barriers such as high asset minimums and costly planning fees • Making financi…
Skills: Product management, Agile, MVP development, Strategic planning, Roadmap development
Summary This position provides administrative support to Lamplight Advisor Group. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of th…
Skills: Administrative Support, Customer Service, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Summary This position provides administrative support to Lamplight Advisor Group. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of th…
Skills: Administrative Support, Customer Service, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Team Based Financial Advisor - Northwest Pinnacle Group - Fayetteville, AR / Hybrid
Fayetteville, Arkansas, United States · Hybrid
$60k–$100k/yr
Entry level$1.6B raised
Meaningful work. Rewarding career. Make an impact working as part of a team providing financial advice with heart. You’ll learn about the business surrounded by experienced financial advisors and other experts, building …
Summary Parallel 45 Associates is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Parallel 45 Associates helps our…
Skills: Phone Etiquette, Customer Service, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Summary Purpose Driven Wealth is a top performing wealth management practice serving clients in Northern Colorado and Southern Wyoming. As a Thrivent affiliated team, we help our clients achieve confidence, clarity, trus…
Skills: Marketing planning, Content creation, Social media strategy, Event coordination, CRM management
Summary This role is critical to delivering an exceptional client experience and maintaining the smooth operation of our practice. The Administrative Assistant is the first point of contact for clients and team members, …
Skills: Administrative Support, Client Engagement, Event Planning, Project Management, Microsoft Office Suite
Summary This position provides administrative support to Focus Financial Group. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the …
Skills: Administrative Support, Customer Service, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
As a Sr COBOL Software Engineer, you will be considered a technical expert in one or more phases of application and/or systems engineering. This role supports Thrivent’s Annuity Policy Servicing & Maintenance (APSM) prod…
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$22/hr–$31/hr
Full-time
high school, bachelor degree
Medical insurance, Dental insurance, Vision insurance, Health savings account, Flexible spending account, 401k
Posted 1d ago
~40 hrs/week
Remote in Minneapolis, Minnesota, United States
Responsibilities
This role involves processing complex brokerage transactions, managing account maintenance, and providing high-quality service to clients and field professionals. The professional will collaborate with internal teams to ensure operational accuracy and compliance with regulatory standards.
Requirements
Candidates must have 1-2 years of related experience and proficiency in MS Office and wealth management systems. A FINRA Series 7 and 63/65 or 66 license is required or must be obtained within 90 days of hire.
Full 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 non-routine and/or complex new business and service transactions (including "not in good order" items). Position will also make outbound calls as required. Ensures service-related activities are performed quickly, accurately, cost-effectively 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, 1-2 years related experience
Strong written and communication skills
Proficient with MS Excel, MS Word, and applicable financial reporting tools.
Experience with Envestnet, Wealthscape, Netx360 or related wealth management systems.
FINRA Series 7 and 63/65, or 66 required or obtained within 90 days of hire.
Preferred
College degree or equivalent work experience in brokerage/advisory environment. 3+ years customer service experience and 2+ years industry experience.
Other Critical Factors
Ability to work day and/or evening shifts according to volume forecasts.
Pay TransparencyThrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $22.92 - $31.01 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.
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 otherstatus 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 to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
Where Money Means More ™
We’re more than a financial services organization—we’re your partners in navigating life’s financial challenges with care and focus on what matters to you.
With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs.
As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond.
For more information, visit thrivent.com. You can also find us on Instagram. YouTube and Facebook. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.
Offices: 600 Portland Ave S., Suite 100, Minneapolis, MN 55415-4402, US · 4321 N. Ballard Road, Appleton, WI 54919-0001, US
We offer financial adviceinvestmentsinsurancebanking and generosity programs.FinanceInsuranceFinancial ServicesFinancial Exchanges
Where Money Means More ™
We’re more than a financial services organization—we’re your partners in navigating life’s financial challenges with care and focus on what matters to you.
With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs.
As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond.
For more information, visit thrivent.com. You can also find us on Instagram. YouTube and Facebook. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.
Offices: 600 Portland Ave S., Suite 100, Minneapolis, MN 55415-4402, US · 4321 N. Ballard Road, Appleton, WI 54919-0001, US
We offer financial adviceinvestmentsinsurancebanking and generosity programs.FinanceInsuranceFinancial ServicesFinancial Exchanges