Remote Brokerage Operations Specialist

Thrivent Financial; Minneapolis (MN); Remote; USD 32,000 - 43,000; Full time

Benefits offered by this job

Health insurance

401k

Pension

Paid time off

Volunteer time off

Job summary

Thrivent Financial is seeking a customer service representative to handle incoming calls and process brokerage transactions in Minneapolis. You will support a brokerage operations team, manage workflow, and ensure accurate processing of new accounts, maintenance, transfers and distributions.

The role emphasizes effective communication, adherence to regulatory standards, and collaboration across service teams to deliver timely, high-quality service to members and field professionals.

Qualifications

• High School diploma or equivalent.
• 1–2 years related experience.
• Strong written and verbal communication skills.

Responsibilities

• Provide services as part of a brokerage operations functional team, answering member and field calls and managing workflow.
• Process new account documents, maintenance requests, transfers and distributions with accuracy and timeliness.
• Collaborate with other service teams to ensure compliance with policies and procedures and exceed service level targets.

Skills

Written communication

Verbal communication

Attention to detail

Education

High School Diploma

Tools

MS Word

MS Excel

Job description

Thrivent Financial is seeking a customer service representative to handle incoming calls and process brokerage transactions in Minneapolis. You will support a brokerage operations team, manage workflow, and ensure accurate processing of new accounts, maintenance, transfers and distributions.

The role emphasizes effective communication, adherence to regulatory standards, and collaboration across service teams to deliver timely, high-quality service to members and field professionals.