Sr Operations Professional

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

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

Independently review and process requests and audits for Managed Account operations according to department policy and procedures. Ensure comprehensive and seamless operations for all transaction requests and product types with minimal direction through various processing systems. Work with both internal and external business partners to research and resolve issues in an accurate and timely manner. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.

Key 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.

Required 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.

Preferred Qualifications

Managed Accounts or financial industry experience.

Understanding of Envestnet, Thomson, BETA, COLA, APL, and various other internal systems.

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 annual salary for this role is $44,400 - $61,100. 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

Business Support & Operations

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.