Resolution Specialist

Ameriprise Financial Services, LLCMinneapolis, MN
$50,800 - $69,900Hybrid

About The Position

Support and enhance the advisor and client experience by providing immediate, specialized operational support, as it relates to brokerage platforms, products, and services. Provide personalized support to our business partners and advisors on complex brokerage activities, consultation and issue resolution, and serve as a central point of contact for escalated advisor issues. Provide timely and accurate follow-through to advisors and field staff, while ensuring the appropriate closure on all outstanding activities, issues, or concerns.

Requirements

  • Education: High School or GED
  • Experience: 3-5 years of relevant experience.
  • Excellent customer service skills, including the ability to explain complex policies or concepts in a straightforward, easy to understand manner.
  • Ability to research and solve problems and ask the right questions to understand underlying issues and identify root cause.
  • Self starter with the ability to manage multiple priorities in a fast-paced environment.
  • Strong written and spoken communication skills.
  • Ability to collaborate with business partners across the organization.

Nice To Haves

  • Previous experience within brokerage industry.
  • 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).

Responsibilities

  • Serve as a central point of contact for escalated complex issues requiring tier 2 service support, including requests to expedite and requests for exceptions.
  • Take ownership, provide resolution, and determine appropriate course of action, while ensuring the issues are being resolved timely, accurately, and within regulatory and business controls.
  • Act as a subject matter expert to assist advisors, staff, and corporate business partners to resolve escalations and complex requests.
  • Identify and raise awareness to trends and issues.
  • Contribute to creating and enhancing documentation.
  • Identify process improvements and submit Lean ideas.
  • Develop, sustain, and maximize relationships with advisors, staff, and Service and Operations business partners.

Benefits

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