Resolution Specialist

00052 American Enterprise Investment; Minneapolis (MN); Presencial; USD 51.000 - 76.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) plan

Paid time off

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Customer service

Communication

Problem solving

Multitasking

Collaboration

Educación

High School or GED

Descripción del empleo

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

Support and enhance the advisor experience by providing immediate, specialized operations support, as it relates to Annuity Net and other tools APTC supports. Provide personal support to our business partners and advisors on complex annuity activities, consultation and issue resolution, and serve as a central point of contact for escalated advisor issues. Provide timely and accurate follow-through to advisors and field staff, while ensuring the appropriate closure on all outstanding activities, issues or concerns.

Key Responsibilities

• Serve as a central point of contact for escalated complex issues requiring tier 2 service support, including requests to expedite and requests for exceptions.
• Take ownership, provide resolution, and determine appropriate course of action, while ensuring the issues are being resolved timely, accurately, and within regulatory and business controls.
• Act as a subject matter expert to assist advisors, staff, and corporate business partners to resolve escalations and complex requests.
• Identify and raise awareness to trends and issues.
• Contribute to creating and enhancing documentation.
• Identify process improvements and submit Lean ideas.
• Develop, sustain, and maximize relationships with advisors, staff, and Service and Operations business partners.

Required Qualifications

• Education: High School or GED
• Experience: 3-5 years of relevant experience.
• Excellent customer service skills, including the ability to explain complex policies or concepts in a straightforward, easy to understand manner.
• Ability to research and solve problems and ask the right questions to understand underlying issues and identify root cause.
• Self starter with the ability to manage multiple priorities in a fast-paced environment.
• Strong written and spoken communication skills.
• Ability to collaborate with business partners across the organization.

Preferred Qualifications

• Previous experience within brokerage industry.
• Experience with 3rd party annuities.

Base Pay Salary The base salary is $50,800-76,300 and maybe 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 Full time Exempt/Non-Exempt Non-Exempt Job Family Group Client Service Line of Business SERVD Service Delivery

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

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