About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
As a subject matter expert, independently process, reconcile and/or balance for the assigned product according to department policy and procedures. Research and respond to more complex issues escalated from operations teams, and take a lead role in communicating resolution status updates to appropriate parties. Identify process improvements and implement solutions as appropriate. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.Key Responsibilities
Research, respond and resolve sophisticated issues initiated by high-priority advisors, clients or other relationship partners and accurately communicate the status of these requests to applicable internal and external business partners. Effectively manage a high-volume caseload to ensure that all issues are resolved quickly and accurately.
Process transactions, including both routine and sophisticated, involving high-priority accounts in a timely, efficient, and accurate manner. Complete day-to-day operations processing tasks, such as auditing, processing transactions, and approval of reissued and rewritten transactions, as well as frontline underwriting, where appropriate.
Identify process improvements and implement solutions as appropriate. Participate in various team or department project requests, as assigned.
Required Qualifications
Education: High school or GED.
Experience: 3-5 years of relevant experience.
*Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
3+ years of operations, processing, or customer service experience.
Proven ability to research and resolve issues, with demonstrated analytical and problem-solving skills.
Strong attention to detail, with the ability to work under tight time frames and deadlines, while achieving a high degree of accuracy.
Effective written and verbal communication skills with the ability to understand and communicate complex issues.
Preferred Qualifications
Product-specific or financial services industry experience.
Effective written and verbal communication skills with the ability to understand and communicate complex issues.
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated base salary for this role is $50,800-$69,900/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.