Advisor Escalations & Operations Specialist

00052 American Enterprise Investment; Minneapolis (MN); On-site; USD 51,000 - 76,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Job summary

Ameriprise Financial is seeking a dedicated service Delivery professional to support advisors with complex annuity activities and escalated issues. You will provide timely resolution, guidance to field staff, and ensure closures while maintaining regulatory and business controls.

The role emphasizes collaboration with partners, process improvement, and documentation updates. A strong customer-service mindset is essential for success in a fast-paced environment.

Qualifications

• 3–5 years of relevant experience in a service/support role.
• Excellent customer service skills and the ability to explain complex policies clearly.
• Ability to research and identify root causes of issues.
• Self-starter who can manage multiple priorities in a fast-paced environment.
• Strong written and spoken communication skills across teams.
• Ability to collaborate with business partners across the organization.

Responsibilities

• Serve as a central point of contact for escalated complex issues requiring tier 2 service support.
• Take ownership, provide resolution, and determine the appropriate course of action, ensuring timely and accurate closure.

Skills

Customer service

Communication

Problem solving

Multitasking

Collaboration

Education

High School or GED

Job description

Ameriprise Financial is seeking a dedicated service Delivery professional to support advisors with complex annuity activities and escalated issues. You will provide timely resolution, guidance to field staff, and ensure closures while maintaining regulatory and business controls.

The role emphasizes collaboration with partners, process improvement, and documentation updates. A strong customer-service mindset is essential for success in a fast-paced environment.