Service Operations Specialist

Ameriprise Financial Services, LLC • Minneapolis, MN

8d • $26 - $36 • Hybrid

About The Position

Join Ameriprise Financial as a Service Operations Specialist and help ensure the accuracy and integrity of investment performance reporting for clients and advisors. The role analyzes and reconciles brokerage data, investigates reporting exceptions, supports issue resolution, and works with business partners to enhance processes and improve operational efficiency. It is suited to a detail-oriented professional who enjoys working with data, solving complex problems, and contributing to a high-quality client experience in financial services.

The position works with in-house and vendor systems, reconciliation reports, and client website updates. It also supports small to medium-sized projects and collaborates with cross-functional teams. Employees work in the office at least four days per week, with flexibility to work from home one day per week; some roles may have different or additional in-office expectations, which will be discussed during the hiring process. Applicants must have work authorization that does not require current or future U.S. visa sponsorship.

Requirements

• Associate degree or equivalent.
• 3–5 years of relevant experience; post-secondary education and relevant work experience may be interchanged to meet the combined minimum qualifications for education and experience.
• Passion and enthusiasm for the financial services industry.
• Ability to work independently, take initiative, and willingness to learn new processes and systems.
• Strong analytical (quantitative and qualitative), problem-solving, and prioritization skills.
• Strong interpersonal skills and ability to develop and maintain effective working relationships with team members and business partners.
• Strong written and verbal communication skills, including ability to summarize and communicate results from data request analyses effectively.
• Proficiency with MS Office applications, including Microsoft Word and PowerPoint, for evaluating data.
• Valid work authorization that does not now or in the future require U.S. visa sponsorship.

Nice To Haves

• Bachelor’s degree or equivalent in Finance, Economics, Math, Science, or a related field.
• Brokerage operations experience.
• Experience processing corporate actions events.
• Advanced Excel skills, including pivot tables, queries, and macros, or equivalent ability to learn.
• Additional data software or programming languages, or ability to learn.

Responsibilities

• Become well-versed in in-house and vendor systems for research and problem solving.
• Analyze summary and exception information from reconciliation reporting.
• Document metrics based on reporting results.
• Use findings to generate recommendations for internal and external partners.
• Transmit reporting exceptions to the vendor for client website updates.
• Validate client website updates.
• Document processes or reporting enhancements.
• Resolve or help resolve client and advisor escalations or other immediate ad hoc requests.
• Maintain effective and trusting relationships with key business partners.
• Provide support to small- to medium-sized projects.
• Engage and collaborate with cross-functional teams, including Cost Basis, Clearing Tax Reporting, Tax Quality, and Output Processing, to support projects, process improvements, issue resolution, and organizational priorities.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health insurance
• Dental insurance
• Life insurance
• Some roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree