Operations Coach-U at Ameriprise

We have an exciting opportunity for an Operations Coach to join our team at Ameriprise! Provide guidance, coaching and indirect leadership to peers on operations processes, policies, and techniques for standing instruction requests and inquiries from advisors, clients, and other partners. Research and respond to advanced issues and resolve problems, as needed. Assist in quality management processes and serve as an authority for various business-driven initiatives. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.

Key Responsibilities

• Research, resolve and respond to advanced issues regarding more sophisticated operational processing and inquiry requests. Provide explanation of policies, resolutions, and steps to advisors, clients, and relationship partners.
• Mentor peers on processes, procedures, and issue resolution. Provide indirect leadership in training/coaching/guiding/supporting less-experienced peers.
• Complete day-to-day operations processing tasks in processing transactions.
• Participates in projects and initiatives as a subject matter expert.
• Utilize various computer systems to provide operational processing information and take action as appropriate.  May 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 critical thinking 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 ACH and wires.

About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.

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.Full timeNon-ExemptBusiness Support & OperationsCLEAR Clearing Apply Now