Senior Managed Accounts Operations Specialist

Ameriprise Financial; Minneapolis (MN); Hybrid; USD 44,000 - 61,000; Full time

Job summary

Ameriprise Financial is seeking a operations professional to independently review and process managed account requests and audits. You will collaborate with internal and external partners to resolve issues and ensure compliance with regulatory requirements.

The role requires 1–3 years of experience, strong communication, attention to detail and the ability to manage multiple priorities in a fast-paced environment. In-office collaboration is emphasized, with some flexibility for remote work.

Qualifications

• 1–3 years of relevant experience in operations, processing or customer service.
• Ability to research and resolve problems in a fast-paced environment.
• Understanding of company and industry regulatory requirements.
• Strong written and verbal communication skills.

Responsibilities

• Independently review and process requests and audits for Managed Account operations in an accurate, timely and compliant manner.
• Research and resolve issues with internal and external partners; troubleshoot and provide seamless service.
• Identify process improvements and partner with resources to implement solutions.
• Utilize various computer applications to provide operational processing information and take action as appropriate.

Skills

Attention to detail

Communication skills

Problem solving

Regulatory knowledge

Education

High school diploma or GED

Tools

Envestnet

Thomson

BETA

COLA

APL

Job description

Ameriprise Financial is seeking a operations professional to independently review and process managed account requests and audits. You will collaborate with internal and external partners to resolve issues and ensure compliance with regulatory requirements.

The role requires 1–3 years of experience, strong communication, attention to detail and the ability to manage multiple priorities in a fast-paced environment. In-office collaboration is emphasized, with some flexibility for remote work.