Service Operations Specialist

Threadneedle group; Minneapolis, Northern (MN, KY); Hybrid; USD 36,000 - 50,000; Full time

Job summary

Ameriprise Financial in Minneapolis, MN, is hiring a Service Operations Specialist for a hybrid, full-time role. You will support the service experience, analyze data, and drive process improvements across cost basis and tax reporting.

The position emphasizes collaboration with multiple teams and delivering high-quality client service. The role requires 1-3 years in service/operations, an associate degree or equivalent, strong Excel skills, and problem-solving abilities.

Qualifications

• Associate degree or equivalent is required.
• 1-3 years of experience in service or operations.
• 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.
• Strong knowledge of business operations and processes in more than two areas.
• Ability to communicate recommendations and analysis results and establish and maintain strong relationships across the organization.
• Ability to initiate and implement process improvements.

Responsibilities

• Perform routine reporting and analysis, contributing to cost basis and tax recommendations.
• Provide analysis within existing reporting models and suggest adjustments.
• Make recommendations to meet client, regulatory, or business objectives.
• Develop solutions for routine and less complex cost basis and tax reporting.
• Troubleshoot, resolve problems and define Lean-based solutions.
• Assist in training current and new team members.
• Assist the team in processing tasks when needed.

Skills

MS Excel

Attention to detail

Communication skills

Analytical thinking

Problem solving

Cross-functional collaboration

Lean methodology

Education

Associate degree or equivalent

Tools

Access

Database applications

Job description

## Service Operations SpecialistApply: Hybrid: Minneapolis, Minnesota: Full time: Posted Yesterday: End Date: September 28, 2026 (14 days left to apply): R26\\_2227**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*** Education: 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.**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.*