Senior Operations & Reconciliation Specialist

Ameriprise Financial Services, LLC; Minneapolis (MN); Hybrid; USD 28,000 - 36,000; Full time

Job summary

Ameriprise Financial Services, LLC, based in Minneapolis or Charlotte, is seeking an Operations Associate to independently process, reconcile and balance an assigned product according to policy and procedures. The role ensures seamless operations for all transaction requests with minimal direction.

The position collaborates with internal and external partners to research issues, applies industry rules and internal compliance, and supports process improvements.

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.
• Demonstrated understanding of company and industry regulatory requirements.
• 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 process, reconcile and/or balance for the assigned product 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. May participate in various team or department project requests, as assigned.

Job description

Ameriprise Financial Services, LLC, based in Minneapolis or Charlotte, is seeking an Operations Associate to independently process, reconcile and balance an assigned product according to policy and procedures. The role ensures seamless operations for all transaction requests with minimal direction.

The position collaborates with internal and external partners to research issues, applies industry rules and internal compliance, and supports process improvements.