Senior Managed Accounts Operations Specialist

Ameriprise Financial Services, LLC; Minneapolis (MN); On-site; USD 44,000 - 61,000; Full time

Benefits offered by this job

401(k) plan

Job summary

Ameriprise Financial Services, LLC is seeking an individual to independently review and process requests and audits for Managed Account operations, ensuring accuracy, timeliness, and compliance.

You will collaborate with internal and external partners to research issues, implement improvements, and provide operational processing information. Strong communication and multitasking abilities are essential for success in this fast-paced environment.

Qualifications

• Education: High school or GED.
• Experience: 1-3 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.
• Previous operations, processing, or customer service experience.
• Ability to research and resolve problems.
• Demonstrated ability to manage multiple priorities in a fast-paced, results-driven transaction-based environment.
• Strong written and verbal communication skills.
• Strong attention to detail including demonstrated ability to meet accuracy standards in a high-volume processing situation.

Responsibilities

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

Skills

Communication

Attention to detail

Problem solving

Multitasking

Education

High school diploma or GED

Tools

Envestnet

Thomson

BETA

COLA

APL

Job description

Ameriprise Financial Services, LLC is seeking an individual to independently review and process requests and audits for Managed Account operations, ensuring accuracy, timeliness, and compliance.

You will collaborate with internal and external partners to research issues, implement improvements, and provide operational processing information. Strong communication and multitasking abilities are essential for success in this fast-paced environment.