Associate Customer Care Professional, Mutual Funds

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $23 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

💝 Customer Support

🚫👨‍🎓 No degree required

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Thrivent

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1922

🏦 Banking

💸 Finance

🛡️ Insurance

Banking • Finance • Insurance

Thrivent is a holistic financial services organization that provides advice, investments, insurance, banking, and generosity programs. With a mission to reimagine financial services, Thrivent helps individuals and communities thrive by viewing money as a tool rather than a goal. Serving over 2 million clients, Thrivent is dedicated to helping them build their financial futures while living meaningful lives. The company is committed to diversity, equity, and inclusion, and it provides competitive compensation, professional growth opportunities, and programs to amplify generosity and impact. As a recognized leader in ethical financial practices, Thrivent has been named one of the "World's Most Ethical Companies" by the Ethisphere Institute and is included in Forbes' list of America's Best Insurance Companies.

📋 Description

• Handle customer calls from the initial greeting through problem resolution • Build rapport with callers from diverse backgrounds and assess their situations accurately • Navigate multiple systems while gathering relevant information • Explain potentially complex solutions using clear, concise, and positive language • Focus on quality and first-call resolution while minimizing processing time and after-call work • Help clients achieve their financial goals through a superior call experience • Interpret, navigate, explain, and process complex mutual fund transactions and scenarios • Identify root causes and resolve customer issues with minimal escalation • Participate in regular manager meetings, monthly coaching sessions, career advancement programs, and stretch opportunities • Support recruiting, focus groups, quality initiatives, and new service launches as opportunities arise

🎯 Requirements

• High school diploma or equivalent experience • Experience navigating complex customer interactions from support through resolution • Ability to welcome change and contribute to continuous improvement in a fast-paced work environment • Strong written and verbal communication skills • Availability for training beginning October 12, 2026, from 8:00 a.m. to 4:30 p.m. Central, Monday through Friday • After training, availability for a full-time schedule between 9:30 a.m. and 6:00 p.m. CST, Monday through Friday • Private, secure, distraction-free work area • Reliable power and hard-wired internet connection via ethernet to router/modem • Minimum internet speed of 30 Mbps download and 10 Mbps upload • Ability to pass a criminal background check • Post-secondary education is preferred • Customer service, financial services, or insurance experience preferred • Bilingual English and Spanish preferred • Ability to interpret, navigate, explain, and process complex mutual fund transactions and scenarios preferred • Skilled in identifying root causes and resolving customer issues with minimal escalation preferred • Detail-oriented with a focus on high-accuracy work in a regulated financial setting preferred • Must complete the job skills assessment within 48 hours of receiving the initial invitation

🏖️ Benefits

• 12 weeks of structured training and onboarding with a designated onboarding partner and regular mentoring • Career Progression program with the ability to increase hourly wages every quarter in the first year by meeting established milestones • Stretch opportunities across the organization • Internal helpline, coaching and mentoring, and comprehensive documentation • Comprehensive medical, vision, and dental insurance • 401(k) matching up to 6% • Pension plan • 4 weeks of PTO • 12 paid holidays • Up to 20 hours of volunteer time off • Corporate gift matching 1:1 • No nights or weekends • Various bonuses, including annual or long-term incentives • Health savings account • Flexible spending account • Life and accidental death and dismemberment insurance • Disability insurance • Supplemental protection insurance • Sick and Safe Time • Paid parental leave • Employee assistance program • Well-being benefits