Brokerage Operations Specialist – Client Services

Thrivent; United States; On-site; USD 32,000 - 43,000; Full time

Job summary

Thrivent is seeking a brokerage operations professional to handle incoming calls, process new accounts, maintenance, transfers and distributions. You will analyze non-routine items, support field professionals, and ensure compliance with internal policies and regulatory standards.

The role emphasizes timely, accurate service, collaboration across teams, and maintaining high client satisfaction while meeting quality objectives.

Qualifications

• 1–2 years related Financial Services experience

Responsibilities

• Provide services as part of a brokerage operations functional team, handling member and field calls and workflow

Skills

Strong written and verbal comms

Education

Bachelor’s degree in Business/Finance/Economics

FINRA Series 7 and 63/65/66 or equivalent

Tools

Microsoft Office suite

Microsoft Outlook

Job description

Thrivent is seeking a brokerage operations professional to handle incoming calls, process new accounts, maintenance, transfers and distributions. You will analyze non-routine items, support field professionals, and ensure compliance with internal policies and regulatory standards.

The role emphasizes timely, accurate service, collaboration across teams, and maintaining high client satisfaction while meeting quality objectives.