Why Join Thrivent?

Thrivent is a mission-driven financial services organization dedicated to helping people achieve financial clarity and live with purpose. As a Fortune 500 company headquartered in Minneapolis, Minnesota, we empower individuals, families, and communities to thrive through holistic financial advice, investments, insurance, and banking solutions. Our brokerage operations team plays a pivotal role in delivering exceptional service to our members and financial professionals nationwide.

Joining Thrivent means becoming part of a collaborative, values-based culture that prioritizes integrity, innovation, and impact. We offer flexible work environments, professional development opportunities, and a commitment to work-life balance. In Minneapolis, enjoy a vibrant city with world-class amenities, proximity to lakes, and a thriving professional community. At Thrivent, your career isn't just a job—it's a calling to serve others while advancing your expertise in brokerage operations.

Role Description

The Advanced Brokerage Operations Professional (UNL) position in Minneapolis, Minnesota, is a dynamic role at the heart of our brokerage services. This position is accountable for answering incoming phone calls, processing new account documents, maintenance requests, transfers, and distributions. You'll analyze and handle non-routine and complex transactions, including 'not in good order' items, while making outbound calls as needed. Our team ensures all service activities are performed quickly, accurately, cost-effectively, and in full compliance with internal policies and state/federal regulations.

This role emphasizes leveraging technical knowledge to deliver outstanding customer service, contributing to policy/procedure development, and quality assessments. You'll collaborate seamlessly with team members to meet department goals, fostering a high-performance environment focused on member satisfaction and operational excellence.

Detailed Responsibilities

• Provide expert services as part of the brokerage operations functional team, including answering member and field phone calls, assisting colleagues, managing workflow, flexing for coverage, and partnering with other service teams.
• Maintain in-depth knowledge of brokerage products, services, systems like NFS and Thrivent platforms, and operational policies/procedures.
• Build and sustain high-quality, professional relationships with field professionals, clearing firms, and internal business units.
• Analyze, approve, and process transactions with precision, ensuring timely service that exceeds established SLAs and drives member/field satisfaction.
• Deliver superior customer service through clear, accurate, and prompt communications, keeping clients informed on account statuses.
• Achieve or surpass department quality standards through meticulous attention to detail and continuous improvement.
• Support development of policies, procedures, and quality assessments to enhance operational efficiency.
• Handle complex, non-routine transactions, including troubleshooting 'not in good order' submissions and regulatory compliance checks.
• Make proactive outbound calls to resolve issues, gather information, or provide updates.

Required Skills

Success in this role demands a blend of technical proficiency, communication prowess, and a customer-centric mindset. Key skills include:

• Exceptional phone etiquette and verbal communication for handling high-volume calls.
• Analytical problem-solving for complex brokerage transactions.
• Regulatory compliance knowledge in financial services.
• Proficiency in MS Excel, MS Word, and financial reporting tools.
• Workflow management and multitasking in fast-paced environments.
• Customer service excellence with focus on member satisfaction.
• Technical aptitude with brokerage systems (e.g., NFS, Thrivent platforms).
• Collaborative teamwork and relationship-building.
• Attention to detail for accuracy in processing documents and data.
• Adaptability to day/evening shifts based on volume.

Education & Experience

• High School diploma or equivalent required.
• 1-2 years of related experience in brokerage operations, financial services, or customer service.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Excel, Word, and financial reporting software.

Other critical factors: Ability to work flexible day/evening shifts according to volume forecasts. Thrivent values diverse experiences; equivalent combinations of education and experience will be considered.

Compensation Overview

Thrivent offers competitive, market-driven compensation to attract top talent. The base hourly range for this full-time role is $22.92 - $31.01, depending on experience, skills, and geographic factors in Minneapolis, Minnesota. Total rewards may include performance bonuses, incentives, and comprehensive benefits, positioning annual earnings competitively within the financial services sector.

Benefits

Thrivent provides a holistic total rewards package designed to support your well-being and financial security:

• Comprehensive health, dental, and vision insurance with low premiums.
• 401(k) retirement savings with generous company match up to 6%.
• Paid time off, including vacation, sick days, and 10 paid holidays.
• Tuition reimbursement and professional development programs.
• Flexible work options, including hybrid schedules where applicable.
• Wellness programs, employee assistance, and financial planning services.
• Volunteer time off and matching charitable contributions.
• Life and disability insurance at no cost to employees.

Apply today to join Thrivent's brokerage operations team in Minneapolis and make a meaningful difference!