Remote Brokerage Operations Lead

Thrivent Financial; Northern (KY); Hybrid; USD 32,000 - 43,000; Full time

Benefits offered by this job

Health insurance

401k

Pension

Paid time off

Job summary

Thrivent Financial is seeking an Advanced Brokerage Operations Professional to support brokerage services remotely in the United States. You will handle inbound calls, process new accounts, and manage transfers and distributions, ensuring accuracy and regulatory compliance.

The role emphasizes collaboration with field teams, knowledge of NFS and Thrivent systems, and a commitment to high quality customer service while meeting service levels.

Qualifications

• High School, 1-2 years related experience.
• Strong written and communication skills.
• Proficient with MS Excel, MS Word, and applicable financial reporting tools.

Responsibilities

• Answer member and field phone calls.
• Process new account documents, maintenance requests, transfers and distributions.
• Ensure service activities are compliant, timely, and accurate.

Skills

Customer service

Excel proficiency

Word proficiency

Brokerage operations

Education

High School Diploma

Tools

MS Excel

MS Word

Job description

Thrivent Financial is seeking an Advanced Brokerage Operations Professional to support brokerage services remotely in the United States. You will handle inbound calls, process new accounts, and manage transfers and distributions, ensuring accuracy and regulatory compliance.

The role emphasizes collaboration with field teams, knowledge of NFS and Thrivent systems, and a commitment to high quality customer service while meeting service levels.