Annuity Operations & Advisor Support Specialist

ameriprise; Minneapolis (MN); On-site; USD 51,000 - 76,000; Full time

Job summary

Ameriprise Financial seeks a driven operations professional to support advisors and staff on complex annuity-related activities, resolving escalations and ensuring timely closure. You will serve as a central contact for issues and contribute to documentation and process improvements.

Ideal candidates have 3–5 years of experience, outstanding customer service, and strong communication skills. A fast-paced environment requires prioritization and cross-functional collaboration.

Qualifications

• Education: High School or GED.
• Experience: 3-5 years in relevant roles.
• Excellent customer service with clarity in explanations.
• Ability to research, diagnose issues and identify root causes.
• Self-starter able to manage multiple priorities.
• Strong written and spoken communication and teamwork.

Responsibilities

• Serve as central point for escalated complex issues needing tier 2 support.
• Provide timely resolution, guidance, and documentation to advisors and staff.
• Identify trends, raise awareness, and contribute to process improvements.

Skills

Customer service

Policy explanation

Problem solving

Time management

Communication skills

Collaboration

Education

High School or GED

Job description

Ameriprise Financial seeks a driven operations professional to support advisors and staff on complex annuity-related activities, resolving escalations and ensuring timely closure. You will serve as a central contact for issues and contribute to documentation and process improvements.

Ideal candidates have 3–5 years of experience, outstanding customer service, and strong communication skills. A fast-paced environment requires prioritization and cross-functional collaboration.