Service Operations Specialist

Ameriprise Financial Services, LLC; Minneapolis (MN); On-site; USD 74,930,000 - 103,040,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a team-focused professional to support the service experience across cost basis and tax reporting. The role emphasizes routine analysis, collaboration with partners, and continuous process improvement in a Lean environment.

In-office collaboration is a core aspect, with four days in the office and one day remote per week. Candidates should have 1–3 years in service or operations, strong Excel proficiency and excellent communication skills.

Qualifications

• 1–3 years of experience in service or operations.
• Excellent documentation, attention to detail, and prioritization skills.
• Excellent written and verbal communication skills.
• Strong analytical, quantitative & problem-solving abilities.
• Ability to communicate recommendations and build relationships across the organization.
• Familiarity with MS Excel; Access/database applications.

Responsibilities

• Perform routine reporting and analysis, contributing to recommendations for cost basis and tax, along with assisting in small to medium-sized projects within cost basis.
• Provide analysis within existing reporting models, while recommending minor adjustments.
• Make recommendations based on reporting and analysis that best meet client, regulatory, or business objectives.
• Develop solutions for routine and less complex problems for cost basis and tax reporting.
• Troubleshoot, resolve problems or issues while contributing to defining solutions in a Lean environment.
• Assist in the training of current and new team members.
• Assist the team in processing tasks, when needed.

Skills

Excel proficiency

Analytical skills

Communication skills

Problem solving

Attention to detail

MS Excel

Education

Associate degree or equivalent

Bachelor’s degree

Tools

MS Access

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.

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 guidance and support as a utility player who specializes in all aspects of the team’s service experience including project engagement, key controls, coaching, analysis and problem resolution. Strong in all aspects of service experience and able to partner effectively with multiple business partners. Support team key performance and risk indicator management, performing analysis, while contributing to recommendations and implementation.

Key Responsibilities

• Perform routine reporting and analysis, contributing to recommendations for cost basis and tax, along with assisting in small to medium-sized projects within cost basis.
• Provide analysis within existing reporting models, while recommending minor adjustments.
• Make recommendations based on reporting and analysis that best meet client, regulatory, or business objectives.
• Develop solutions for routine and less complex problems for cost basis and tax reporting.
• Troubleshoot, resolve problems or issues while contributing to defining solutions in a Lean environment.
• Assist in the training of current and new team members.
• Assist the team in processing tasks, when needed.

Required Qualifications

E-ducation: Associate degree or equivalent.

• Experience: 1-3 years of experience in service or operations.
• Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
• Excellent documentation, attention to detail, and prioritization skills required.
• Excellent written and verbal communication skills.
• Proficient in MS Excel; familiarity with Access/database applications.
• Strong analytical, quantitative & problem-solving skills and ability to use statistical analysis.
• Strong knowledge of business operations and processes in more than two areas.
• Ability to communicate effectively regarding recommendations and analysis results and establish and maintain strong relationships across the organization.
• Ability to initiate and implement process improvements.

Preferred Qualifications

• Bachelor’s degree.
• Financial services industry experience.
• Prior experience with cost basis and/or tax reporting.

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).

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.

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

CLEAR Clearing

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.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.