Sr. Operations Professional

Ameriprise•Minneapolis, MN

5d•Hybrid

About The Position

Independently serve as Brokerage Outgoing Wire Processor and Approver. Communicate directly with advisors and clients to research and resolve inquiries and issues over the phone. Educate advisors on company systems, processes, and policies. Respond to inquiries from clients and field members with prompt, accurate information to Wire transaction/service requests in a fast-paced, customer-focused, team environment. 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.

Nice To Haves

Ability to understand and communicate complex issues.
Product-specific or financial services industry experience.
Data Entry Accuracy and Attention to Detail
Communication and Analytical Skills
Customer Service Mindset

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.