Key Responsibilities
- Research, resolve and respond to advanced issues regarding sophisticated transaction and inquiry requests.
- Provide explanations of policies, resolutions, and steps to advisors, clients, and relationship partners.
- Mentor peers on processes, procedures, and issue resolution.
- Provide indirect leadership in training less-experienced peers in new systems and processes.
- Conduct training as needed.
- Complete day-to-day operations processing tasks, such as processing transactions and expediting requests.
- Participate in projects and initiatives, serving as an expert when necessary.
- Utilize various computer applications to provide operational processing information and take appropriate action.
- Participate in various team or department project requests, as assigned.
Required Qualifications
- Education: High school or GED
- Experience: 3-5 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.
- 3+ years of experience in a service call center or transaction processing.
- Strong attention to detail, with the ability to work under tight time frames and deadlines, while achieving a high degree of accuracy.
- Effective written and verbal communication skills.
- Shown ability to research and resolve issues, with confirmed analytical and problem solving skills.
- Ability to build and maintain strong, positive relationships and influence others without having direct leadership accountability.
Preferred Qualifications
- Product-specific or financial services industry experience.
- Experience with Ameriprise customer policies and procedures.
- Banking specific background with work around Wires, ACH and Checks
About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.
Base Pay Salary
The estimated base salary for this role is $49,800-$67,300/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeExempt/Non-Exempt
Non-ExemptJob Family Group
Business Support & OperationsLine of Business
SERVD Service Delivery
