Manager - Service Solutions

Ameriprise Financial Services, LLC • Minneapolis, MN

30d • Hybrid

About The Position

Deliver a consistent and personalized experience resolving complex inquiries, issue resolution and confirmation/explanation, complaint satisfaction and apology letters for Executive Services. Build strong relationships with internal business partners, participate in risk events where communications may be needed, and effectively communicate via written confirmation/explanation and apology letters. Lead process improvement initiatives to enhance the client and advisor experience based on trends and feedback received.

Requirements

• Bachelors degree or equivalent
• 3-5 years relevant experience
• FINRA Series 7
• Excellent verbal and written communication skills
• Ability to influence at all leadership levels and stakeholders to impacted processes, procedures, and policies
• Ability to manage multiple priorities and deadlines
• Strong professional presence and emotional competence
• 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).

Nice To Haves

• FINRA Series 24
• Ability to create and execute with appropriate autonomy

Responsibilities

• Serve as the main point of contact and provide assistance for escalated or complex questions, issues, or situations and assist advisors, staff, and leaders with navigation through departments, systems, processes, procedures, policies, tools, and capabilities.
• Develop, sustain, and maximize relationships with advisors, staff, field leaders, technology, and business partners.
• Provide branch and practice level consultation, as identified or requested.
• Understand and follow the Ameriprise Financial Style Guide and Client Service Writing Guide.
• Understand complex client letter requests and compose correspondence, including free-text and template style, to clients. RP written correspondence composed by yourself and others.
• Participate in ad hoc project work designed to enhance Advisor and client experience.
• Communicate results and share trends and issues with key stakeholders.
• Lead process improvements related, but not limited to, client correspondence, advisor and client feedback.
• Demonstrate and maintain a strong fundamental knowledge of Ameriprise products, industry standard products, practices, and tools.
• Maintain strong brokerage, legal, regulatory and compliance knowledge.
• Act as expert on CCC, Thomson ONE/BETA systems, tools, and capabilities.

Benefits

• vacation time
• sick time
• 401(k)
• health, dental and life insurances

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees