Service Operations Specialist

Gamma Phi Omega International; Charlotte, Northern (NC, KY); Hybrid; USD 54,000 - 75,000; Full time

Job summary

Ameriprise Financial is seeking a Service Operations Specialist in Charlotte to provide CAM process guidance and coaching. You will support complex client and advisor servicing, drive accuracy and efficiency, and help shape operational improvements across the team.

The role emphasizes collaboration, regulatory awareness, and a client-centric approach, with a hybrid in-office/remote work arrangement and a focus on continuous development.

Qualifications

• Associates degree required; 3–5 years of relevant experience preferred.
• Experience in customer service with regulatory knowledge is expected.
• Strong coaching, communication, and accountability skills.

Responsibilities

• Serve as SME for CAM processes, policies and initiatives.
• Provide operational support and issue resolution for servicing matters.
• Coach associates to improve processing quality and speed.
• Participate in risk management, audits and QA activities.
• Partner with stakeholders to address operational needs and improvements.

Skills

Customer service

Coaching

Communication

Problem solving

Attention to detail

Relationship building

Explain complex issues

Process improvement

Cross-functional

Education

Associates degree

Bachelor's degree preferred

Tools

CRM software

Job description

# Service Operations SpecialistAmeriprise FinancialCharlotte, NCOct 08, 2026Finance## Job Description**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**Provide subject matter expertise and operational support to clients, advisors, and key business partners regarding Client Account Maintenance (CAM) processes, procedures, and initiatives. Deliver guidance, coaching, and feedback to associates to improve the accuracy, efficiency, and quality of operational processing. Foster a culture of continuous improvement, employee development, collaboration, accountability, and operational excellence. This position can be based out of our Minneapolis, Charlotte, or Las Vegas office.**Key Responsibilities** * -Serve as a subject matter expert for CAM processes, policies, and operational initiatives.* -Provide operational support and issue resolution for complex client and advisor servicing matters.* -Coach and develop associates to enhance processing quality, productivity, and customer experience.* -Participate in risk management, control, audit, and quality assurance activities to ensure compliance and operational effectiveness.* -Contribute to business initiatives, projects, and process improvement efforts that increase efficiency and reduce operational risk.* -Partner with internal stakeholders to identify and address operational needs while supporting strategic business objectives.* -Analyze operational challenges and recommend solutions that improve service levels, capacity management, and overall performance.* -Support the successful implementation of organizational and operational changes across the business.**Required Qualifications** * -Education: Associates degree.* -Experience: 3-5 years of relevant experience required.* -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 experience working on a customer service team, including a strong working knowledge of customer service processes, policies, techniques, and applicable regulations.* -Prior experience coaching team members.* -Strong organizational and communication skills, including the ability to explain complex issues in a clear, understandable manner.* -Strong knowledge of business operations and processes in more than two areas.* -Good analytical, quantitative & problem-solving skills.* -Strong attention to detail, with the ability to work under tight timeframes and deadlines, while achieving a high degree of accuracy.* -Ability to build and maintain strong, positive relationships and influence others without having direct leadership accountability.**Preferred Qualifications:** * -Bachelor's degree.* -Product-specific or financial services industry experience.* -Experience with Ameriprise customer policies and procedures.**In-Office Collaboration**We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. **Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week.** Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.**Visa Sponsorship**Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN). **Base Pay Salary**The estimated hourly rate for this role is $26.15 - $35.96 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may 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.*