Sr Operations Professional

Ameriprise•Minneapolis, MN

1d•Hybrid

About The Position

Independently review and process requests and audits for Managed Account operations according to department policy and procedures. Ensure comprehensive and seamless operations for all transaction requests and product types with minimal direction through various processing systems. 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

High school or GED.
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

Managed Accounts or financial industry experience.
Understanding of Envestnet, Thomson, BETA, COLA, APL, and various other internal systems.

Responsibilities

Independently review and process requests and audits for Managed Account operations 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.
Provide support to other organization members as necessary.