Sr Operations Professional - Clearing MFO Networking and Transfers

Ameriprise Financial Services, LLC • Minneapolis, MN

1d • $50,800 - $76,300

About The Position

As a subject matter expert, independently process, reconcile, and/or balance the assigned product according to department policies and procedures. Research and respond to complex issues escalated from operations teams, lead communications about resolution status with appropriate parties, identify and implement process improvements, and ensure transactions comply with industry rules, regulations, and internal procedures.

The role handles sophisticated requests and transactions involving high-priority advisors, clients, and accounts. It manages a high-volume caseload, completes day-to-day operational processing, and participates in team or department projects as assigned.

Requirements

• High school diploma or GED.
• At least 3 years of operations, processing, or customer service experience.
• Ability to research and resolve issues, with demonstrated analytical and problem-solving skills.
• Strong attention to detail and ability to meet tight time frames and deadlines while maintaining a high degree of accuracy.
• Effective written and verbal communication skills, including the ability to understand and communicate complex issues.
• Post-secondary education and relevant work experience may be interchanged to meet the combined minimum qualifications for education and experience.

Nice To Haves

• 3–5 years of relevant experience preferred.
• Product-specific or financial services industry experience.

Responsibilities

• Independently process, reconcile, and/or balance the assigned product according to department policies and procedures.
• Research, respond to, and resolve sophisticated issues raised by high-priority advisors, clients, or other relationship partners.
• Communicate request and resolution status accurately to appropriate internal and external business partners.
• Manage a high-volume caseload to resolve issues quickly and accurately.
• Process routine and sophisticated transactions involving high-priority accounts in a timely, efficient, and accurate manner.
• Complete daily operations tasks, including auditing, processing transactions, approving reissued and rewritten transactions, and frontline underwriting where appropriate.
• Identify process improvements and implement solutions.
• Participate in team or department project requests as assigned.
• Ensure transaction processing follows industry rules and regulations and internal compliance procedures.

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.

What This Job Offers

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