Call Center Representative, Mutual Funds, Remote

Summary

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.

At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

Job Description

Our Call Center Representative role is a fantastic opportunity to gain valuable financial services knowledge within our Mutual Funds team. This position provides superior customer service to shareholders, financial advisors, and internal staff. As part of our Mutual Funds Call Center you will be answering incoming calls regarding all aspects of mutual fund accounts; executing mutual fund transactions and providing assistance to callers. This position focuses on acquiring and using job, industry and technical knowledge and skills to service customers effectively. This is a great way to get started in the mutual fund industry and either jump start your career or find a place to learn and grow for years to come.

To support your success, we offer an extensive benefits package - including a suite of medical, dental, health insurance and vision plans, paid time off, retirement savings options with dollar for dollar match, and a pension plan!

• Call center is open 8:00 a.m. – 6:00 p.m. CST – No nights or weekends!!
• Full or part time schedules are available with flexible working hours.
• Remote opportunities available
  

Job Duties and Responsibilities

• Maintain a thorough understanding of mutual fund operations products, services and affiliated systems including the DST and Thrivent systems and applicable operational policies and procedures.
• Build and maintain a high quality and professional working relationship with all field professionals, shareholders and internal business units.
• 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.
• Accurately processes all mutual fund transactions on a timely basis to achieve the best possible results for the member and representative, adhering to the applicable industry regulated guidelines.
• Accurately processes various transactions via phone work including transfers, disbursements and other maintenance requests.
• Responsible as primary department phone contact, adhering to all established service levels and quality standards to ensure member and field calls are handled timely and professionally.
  

Required Job Qualifications

• High School
• 1-3 years customer service experience
• 1 years industry experience, preferred.
• Strong written and communication skills
• Proficient with MS Excel, MS Word, and applicable financial reporting tools.

Other Critical Factors

• Excellent human relations skills in order to quickly build rapport and effectively communicate so that members can take action.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.