Advanced Brokerage Operations Professional, Licensed
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Job Description
Advanced Brokerage Operations Professional managing brokerage operations tasks and providing customer support remotely. Responsibilities include answering calls, processing documents, and ensuring compliance with regulations.
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.
Requirements:
- High School
- 1-2 years related experience
- Strong written and communication skills
- Proficient with MS Excel, MS Word, and applicable financial reporting tools.
- Ability to work day and/or evening shifts according to volume forecasts.
Benefits:
- 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
- other employee benefits
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