Resolution Specialist

Ameriprise Financial Services, LLC • Minneapolis, MN

2d • $50,800 - $76,300

About The Position

Support and enhance the advisor experience by providing immediate, specialized operations support related to Annuity Net and other tools supported by APTC. Provide personal support to business partners and advisors on complex annuity 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 appropriate closure of outstanding activities, issues, or concerns.

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 in a straightforward, easy-to-understand manner.
• Ability to research and solve problems, ask appropriate questions to 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 requests to expedite and requests for exceptions.
• Take ownership of issues, provide resolution, and determine an appropriate course of action, ensuring timely and 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 and raise awareness of 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 insurance
• Dental insurance
• Life insurance
• Variable pay may be available in the form of bonuses, commissions, and/or long-term incentives, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED