Resolution Specialist

Ameriprise•Minneapolis, MN

About The Position

The Resolution Specialist supports and enhances the advisor experience by providing immediate, specialized operations support for Annuity Net and other tools supported by APTC. The role provides personal support to business partners and advisors on complex annuity activities, consultation, and issue resolution, and serves as a central point of contact for escalated advisor issues. The specialist provides timely and accurate follow-through to advisors and field staff and ensures outstanding activities, issues, and concerns are appropriately closed.

Requirements

  • High school diploma or GED.
  • 3–5 years of relevant experience.
  • Excellent customer service skills, including the ability to explain complex policies or concepts clearly and simply.
  • Ability to research and solve problems, ask appropriate questions, understand underlying issues, and identify root causes.
  • Self-starter able 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 the brokerage industry.
  • Experience with third-party annuities.

Responsibilities

  • Serve as the central point of contact for escalated complex issues requiring tier 2 service support, including expedite and exception requests.
  • Take ownership of issues, determine appropriate courses of action, and ensure timely, accurate resolution within regulatory and business controls.
  • Act as a subject matter expert to help advisors, staff, and corporate business partners resolve escalations and complex requests.
  • Identify trends and issues and raise awareness of them.
  • 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 insurance
  • Dental insurance
  • Life insurance
  • Variable pay may include bonuses, commissions, and/or long-term incentives, depending on the role.
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