Senior Operations Professional

Ameriprise Financial Services, LLC • Minneapolis, MN

19h • $44,000 - $66,000 • Hybrid

About The Position

The Senior Operations Professional independently serves as a Brokerage Outgoing Wire Processor and Approver. The role communicates directly with advisors and clients by phone to research and resolve inquiries and issues, and educates advisors on company systems, processes, and policies. It responds promptly and accurately to client and field-member inquiries and wire transaction or service requests in a fast-paced, customer-focused team environment. The position ensures comprehensive, seamless operations for transaction requests with minimal direction, works with internal and external business partners to resolve issues accurately and promptly, and processes transactions in accordance with industry rules, regulations, and internal compliance procedures.

Requirements

• High school diploma or GED.
• 1–3 years of relevant experience.
• Previous operations, processing, or customer service experience.
• Ability to research and resolve problems.
• 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 and demonstrated ability to meet accuracy standards in high-volume processing.
• Valid U.S. work authorization that does not now or in the future require visa sponsorship.

Nice To Haves

• Post-secondary education and relevant work experience may be interchanged to meet the combined minimum qualifications for education and experience.
• Ability to understand and communicate complex issues.
• Product-specific or financial services industry experience.
• Communication and analytical skills.
• Customer service mindset.

Responsibilities

• Independently process, reconcile, and/or balance transactions for the assigned product accurately, promptly, and in compliance with applicable requirements.
• Communicate with advisors and clients by phone to research and resolve inquiries and issues.
• Educate advisors on company systems, processes, and policies.
• Respond to client and field-member inquiries and wire transaction or service requests with prompt, accurate information.
• Work with 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.
• Use computer applications to provide operational processing information and take appropriate action.
• Participate in team or department project requests as assigned.

Benefits

• Vacation time.
• Sick time.
• 401(k).
• Health insurance.
• Dental insurance.
• Life insurance.
• Some roles may be eligible for variable pay such as bonuses, commissions, and/or long-term incentives.

What This Job Offers

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