Sr Operations Professional-U

Ameriprise Financial Services, LLC•Minneapolis, MN

About The Position

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Independently process, reconcile and/or balance the assigned product according to department policy and procedures. Ensure comprehensive and seamless operations for all transaction requests with minimal direction. Work with both internal and external business partners to research and resolve issues in an accurate and timely manner. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.

Requirements

Education: High school or GED.
Experience: 1-3 years of relevant experience.
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
Previous operations, processing, or customer service experience.
Ability to research and resolve problems.
Demonstrated 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 including demonstrated ability to meet accuracy standards in a high-volume processing situation.
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).

Nice To Haves

Ability to understand and communicate complex issues.
Product-specific or financial services industry experience.

Responsibilities

Independently process, reconcile, and/or balance for the assigned product in an accurate, timely, and compliant manner.
Work with appropriate 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.
Utilize various computer applications to provide operational processing information and take action as appropriate.
May participate in various team or department project requests, as assigned.