Hybrid Service Operations Specialist - Client Support & Ops

Gamma Phi Omega International; Charlotte, Northern (NC, KY); Ibrido; USD 54.000 - 75.000; Tempo pieno

Descrizione del lavoro

Ameriprise Financial is seeking a Service Operations Specialist in Charlotte to provide CAM process guidance and coaching. You will support complex client and advisor servicing, drive accuracy and efficiency, and help shape operational improvements across the team.

The role emphasizes collaboration, regulatory awareness, and a client-centric approach, with a hybrid in-office/remote work arrangement and a focus on continuous development.

Competenze

• Associates degree required; 3–5 years of relevant experience preferred.
• Experience in customer service with regulatory knowledge is expected.
• Strong coaching, communication, and accountability skills.

Mansioni

• Serve as SME for CAM processes, policies and initiatives.
• Provide operational support and issue resolution for servicing matters.
• Coach associates to improve processing quality and speed.
• Participate in risk management, audits and QA activities.
• Partner with stakeholders to address operational needs and improvements.

Conoscenze

Customer service

Coaching

Communication

Problem solving

Attention to detail

Relationship building

Explain complex issues

Process improvement

Cross-functional

Formazione

Associates degree

Bachelor's degree preferred

Strumenti

CRM software

Descrizione del lavoro

Ameriprise Financial is seeking a Service Operations Specialist in Charlotte to provide CAM process guidance and coaching. You will support complex client and advisor servicing, drive accuracy and efficiency, and help shape operational improvements across the team.

The role emphasizes collaboration, regulatory awareness, and a client-centric approach, with a hybrid in-office/remote work arrangement and a focus on continuous development.