Operations Coach

Threadneedle group; Minneapolis, Northern (MN, KY); Hybrid; USD 34,000 - 46,000; Full time

Benefits offered by this job

Vacation time

Sick time

401(k)

Health, dental and life insurances

Job summary

Ameriprise Financial is seeking an Operations Coach to guide peers on operations processes, policies, and techniques for handling advisor and client inquiries. You will research complex issues, assist quality management, and ensure transactions follow regulatory and internal compliance standards.

The role includes training teammates on new systems, handling day-to-day processing tasks, and supporting wealth management escalations.

Qualifications

• High School Diploma or GED required.
• 3–5 years of relevant experience.
• 3+ years in a service call center or transaction processing.
• Strong attention to detail under tight deadlines with high accuracy.
• Effective written and verbal communication skills.
• Proven ability to research and resolve issues with analytical/problem-solving skills.
• Ability to build and maintain strong relationships without direct leadership accountability.

Responsibilities

• Research, resolve and respond to advanced issues regarding transaction and inquiry requests.
• Explain policies, resolutions, and steps to advisors, clients and relationship partners.
• Mentor peers on processes and issue resolution.
• Provide indirect leadership in training peers on new systems and processes.
• Conduct training as needed.
• Complete day-to-day operations tasks including auditing, processing transactions, and approving reissued or rewritten transactions; frontline underwriting where appropriate.
• Participate in projects and act as an expert when needed.

Skills

Attention to detail

Written communication

Verbal communication

Analytical skills

Relationship building

Education

High School Diploma or GED

Job description

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

We have an exciting opportunity for an Operations Coach to join our team at Ameriprise! Provide guidance, coaching and indirect leadership to peers on operations processes, policies, and techniques for transaction requests and inquiries from advisors, clients, and other partners. Research and respond to advanced issues and resolve problems, as needed. Assist in quality management processes and serve as an authority for various business-driven initiatives. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.

Key Responsibilities

• Research, resolve and respond to advanced issues regarding more sophisticated transaction and inquiry requests.
• Provide explanation of policies, resolutions, and steps to advisors, clients and relationship partners.
• Mentor peers on processes, procedures and issue resolution.
• Provide indirect leadership in training less-experienced peers in new systems and processes.
• Conduct training as needed.
• 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.
• Participates in projects and initiatives and in many cases serves as the expert.
• Utilize various computer applications such as COLA, BETA, Thomson One, Online File Manager, and DocX to provide operational processing information and take action as appropriate.
• May participate in various team or department project requests, as assigned.
• Wealth management escalations with tax corrections.
• Audit work.
• ACH/Wire Research cases.
• Unclaimed check cases.
• Check copy cases.
• ONE NSF database processing.
• Third Party Letter Database processing.

Required Qualifications

• Education: High School Diploma 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 experience in a service call center or transaction processing.
• 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.
• Shown ability to research and resolve issues, with confirmed analytical and problem-solving skills.
• Ability to build and maintain strong, positive relationships and influence others without having direct leadership accountability.

Preferred Qualifications

• Product-specific or financial services industry experience.
• Experience with Ameriprise customer policies and procedures.
• Banking specific background with work around Wires, ACH and Checks.

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.

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).

Base Pay Salary

The estimated hourly rate for this role is $24.42 - $33.60 / hour.

• vacation time
• sick time
• 401(k)
• health, dental and life insurances

Full-Time/Part-Time

Full time Exempt/Non-Exempt Non-Exempt

Job Family Group

Business Support & Operations Line of Business

CLEAR Clearing

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.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years.

Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success.

While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation.

For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact.

As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

Explore opportunities within each business and region below. Ameriprise US | Careers Ameriprise India | Careers Columbia Threadneedle Investments US | Careers Columbia Threadneedle Investments EMEA APAC | Careers RiverSource | Careers