Senior Financial Operations Specialist

00052 American Enterprise Investment; Charlotte (NC); Hybride; USD 44 000 - 67 000; Plein temps

Avantages offerts par ce poste

Vacation time

Sick time

401(k)

Health insurance

Dental insurance

Life insurance

Résumé du poste

Ameriprise Financial is seeking an Operations Professional to independently process, reconcile, and balance assigned products while ensuring compliance. You will collaborate with internal and external partners to resolve issues and support seamless processing of transactions.

The role requires 1-3 years in operations or customer service, high attention to detail, and strong communication skills. A hybrid work model and comprehensive benefits are offered.

Qualifications

• Education: High school or GED required.
• 1-3 years of relevant experience in operations, processing, or customer service.
• Ability to research and resolve problems and meet accuracy standards.

Responsabilités

• Independently process, reconcile and balance assigned product per policy.
• Coordinate with internal/external partners to research and resolve issues.
• Identify and implement process improvements with appropriate resources.
• Utilize computer applications to provide processing information and take action.
• Participate in team or department projects as assigned.

Connaissances

Customer service

Attention to detail

Communication skills

multitasking

Formation

High school or GED

Description du poste

Ameriprise Financial is seeking an Operations Professional to independently process, reconcile, and balance assigned products while ensuring compliance. You will collaborate with internal and external partners to resolve issues and support seamless processing of transactions.

The role requires 1-3 years in operations or customer service, high attention to detail, and strong communication skills. A hybrid work model and comprehensive benefits are offered.