Service Operations Specialist
$26.15 - $35.96 per hourKappaalphapsi1911
- Service Operations SpecialistAmeriprise FinancialCharlotte, NCOct 08, 2026Finance## Job Description**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 year-end 2024. Our team of 22,000 people across 19 countries, serves 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.**Job Description**Provide subject matter expertise and operational support to clients, advisors, and key business partners regarding Client Account Maintenance (CAM) processes, procedures, and initiatives. Deliver guidance, coaching, and feedback to associates to improve the accuracy, efficiency, and quality of operational processing. Foster a culture of continuous improvement, employee development, collaboration, accountability, and operational excellence. This position can be based out of our Minneapolis, Charlotte, or Las Vegas office.**Key Responsibilities** * -Serve as a subject matter expert for CAM processes, policies, and operational initiatives.* -Provide operational support and issue resolution for complex client and advisor servicing matters.* -Coach and develop associates to enhance processing quality, productivity, and customer experience.* -Participate in risk management, control, audit, and quality assurance activities to ensure compliance and operational effectiveness.* -Contribute to business initiatives, projects, and process improvement efforts that increase efficiency and reduce operational risk.* -Partner with internal stakeholders to identify and address operational needs while supporting strategic business objectives.* -Analyze operational challenges and recommend solutions that improve service levels, capacity management, and overall performance.* -Support the successful implementation of organizational and operational changes across the business.**Required Qualifications** * -Education: Associates degree.* -Experience: 3-5 years of relevant experience required.* -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 experience working on a customer service team, including a strong working knowledge of customer service processes, policies, techniques, and applicable regulations.* -Prior experience coaching team members.* -Strong organizational and communication skills, including the ability to explain complex issues in a clear, understandable manner.* -Strong knowledge of business operations and processes in more than two areas.* -Good analytical, quantitative & problem-solving skills.* -Strong attention to detail, with the ability to work under tight timeframes and deadlines, while achieving a high degree of accuracy.* -Ability to build and maintain strong, positive relationships and influence others without having direct leadership accountability.**Preferred Qualifications:** * -Bachelor's degree.* -Product-specific or financial services industry experience.* -Experience with Ameriprise customer policies and procedures.**In-Office Collaboration**We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. **Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week.** Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.**Visa Sponsorship**Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN). **Base Pay Salary**The estimated hourly rate for this role is $26.15 - $35.96 / hour. 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-Time/Part-Time**Full time**Exempt/Non-Exempt**Non-Exempt**Job Family Group**Client Service**Line of Business**SERVD Service Delivery*Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.*
- J-18808-Ljbffr Kappaalphapsi1911
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Service Operations Specialist in Charlotte, NC vacancy
- **************NO C2C***************************************** Spanish Speaking Senior Banking Operations & Service Specialist Location: North Charlotte, NC- onsite Position Type: Contract- 6-12 months- Full-Time, Hourly (Non-Exempt) Department: Deposit Operations...SuggestedHourly payFull timeContract workWork at officeShift work
Tatum by Randstad
Charlotte, NC1 day ago $90k - $100k
...Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and... ...highly motivated and detail-oriented Business Services Operations & Vendor Management Specialist to support business operations through effective vendor...SuggestedContract workTemporary workWork experience placementFlexible hoursSynechron
Charlotte, NC8 days ago- ...Job Title This client-facing position provides operational support for Truist's most sophisticated portfolio of agented syndicated deals as well as bilateral and participated deals originated across multiple business lines. Essential Duties And Responsibilities...SuggestedFull timePart timeWork experience placementWork at office
- Intelica in Charlotte, NC, is seeking a Property Services Administrator to provide administrative support for the Property Management team. Responsibilities include maintaining files, preparing work orders, and managing tenant communications. The ideal candidate will have...SuggestedWork at office
$81.7k - $122.5k
About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration... ...DescriptionAmeriprise Financial is seeking a Lead Service Operations Specialist to establish, manage, and evolve the centralized Security...SuggestedFull timeH1bWork at officeWork from home1 day per weekAmeriprise Financial
Charlotte, NC3 days ago- ...Only 1% of Americans have what it takes to be in Navy Special Operations. These elite warriors don’t just serve—they clear explosives, navigate high-speed combat boats, conduct deep-sea dives, or execute missions behind enemy lines—all with precision, skill and focus....Full time
U.S. Navy
Charlotte, NC1 day ago - ...OPERATIONS SPECIALIST Do you have what it takes to lead in the heart of Naval combat? As an Operations Specialist, you will serve as a supervisor and leader in the top−secret Combat Information Center. From the ocean surface, to outer space, you have a complete picture...Full timePart timeWorldwideOverseasNight shift
U.S. Navy
Charlotte, NC1 day ago - ...information requests, etc.) via phone and email, ensuring that all their questions and issues are addressed promptly and professionally. Competency with fle Operations Specialist, Operations, Technical Support, Customer Experience, Specialist, Customer, Manufacturing...
Corning Incorporated
Charlotte, NC2 days ago $55k - $70k
Associate Director, Recruiting at Vaco by Highspring Base pay: $55,000.00/yr - $70,000.00/yr Essential Duties & Responsibilities Client Services Manage and resolve client service issues in a timely manner Provide best-in-class customer service while servicing client...Full time- Corning in Charlotte, NC, is seeking a Customer Operations Specialist who delivers outstanding service, solves problems, and navigates complex processes with accuracy. You will work across Sales, Technical Support, and Product Management to ensure timely responses, orders...
$47.06k - $64.71k
...for optical-based communications infrastructure for services such as video, data and voice communications. The... ...own use. What the Role Is: In the Customer Operations organization, the Customer Operations Specialist role is integral in ensuring that the company provides...Full timeFlexible hours$91.35k - $101.5k
...Senior Revenue Operations SpecialistWe are looking for an experienced Senior Revenue Operations Specialist to independently own and improve the systems, data, reporting, and incentive compensation processes that support revenue teams across the revenue cycle. This role...Work at officeEdTech Jobs
Charlotte, NC4 days ago- ...Role Overview We are looking for an experienced Senior Revenue Operations Specialist to independently own and improve the systems, data, reporting, and incentive compensation processes that support revenue teams across the revenue cycle. What You Will Do In this role,...
Discovery Education UK
Charlotte, NC2 days ago $55k - $70k
...recruiting firm is looking for an Associate Director, Recruiting, located in Charlotte, North Carolina. This role requires managing client services and implementing new business processes in the insurance and investment sectors. Ideal candidates will have a high school diploma...Full time- ...culture, attractions, culinary, and hotels. Today, Elevate brings operational expertise, data-driven intelligence, and world-class... ...information, visit us at Position Overview: Legal Operations Specialist Elevate is seeking a Legal Operations Specialist to join its...Full timeContract workTemporary workWork at office3 days per week
Elevate Services
Charlotte, NC2 days ago - Pacific Life recruits an OAM Specialist/Analyst to support Inforce Life operations, managing relationships with financial professionals and firms. The role requires... ...are essential as you handle complex inquiries and ensure high-quality service #J-18808-Ljbffr Pacific Life
- Bank of America is seeking a collateral operations professional to manage collateralized debt obligations and issue tracker reports. You will monitor and perfect collateral, ensure accurate booking in the system of record, and standardize collateral files. The role requires...
- ...Staff Water Operations Specialist Together, we own our company, our future, and our shared success. As an employee-owned company, our people... ...Provide startup, commissioning and troubleshooting services for: conventional wastewater treatment, advanced wastewater...Full timePart timeWork experience placementWork at officeRemote workWorldwideRelocationVisa sponsorshipFlexible hours
Black & Veatch
Charlotte, NC15 hours ago - ...Boutique Operations Specialist At The Kodak Group we are proud to employ talent from many different backgrounds, experiences, and identities... ...management, aftersales to minimize stock loss and increase customer service Operations: Manage optimal levels of inventories and...Seasonal workAfternoon shift
Kodak Group
Charlotte, NC9 days ago $20 per hour
...written communication skills. Proficiency in Microsoft Excel and digital filing systems. Excellent organizational and customer service abilities. Willingness to learn and apply DOT regulations (training provided). Preferred Experience: Background or...Hourly payFull timeLocal areaFlexible hoursAditi Consulting
Charlotte, NC17 days ago$64.8k - $97.2k
...impact together. Role accountabilities As an Industrial Hygiene Specialist, you will complete inspections, bulk sampling abatement... ...experience. Minimum of 3 years of experience in the professional services or consulting business. State-specific asbestos training and licensure...Full timePart timeFor subcontractorShift workNight shiftArcadis U.S.Inc.
Charlotte, NC2 days ago- Kimbrell's Furniture is seeking a People Operations Specialist in Charlotte, NC. This role partners with leaders across talent acquisition, onboarding, and HR operations to deliver a superior employee experience throughout the lifecycle. The ideal candidate will support...
- Delta Capita is seeking a CLO/structured credit specialist in Charlotte/Houston/Boston to support the CLO lifecycle, reconcile assets, and handle trade settlements. The ideal candidate has 2+ years of relevant financial experience with CLO/CDO knowledge and strong Excel...Work at office
- ...People Operations Specialist Location: Charlotte, NC Job Summary: The People Operations Specialist plays a key role in delivering an... ...interpersonal and relationship-building skills with a customer service-focused, employee-centric approach. Demonstrated ability...Work at officeLocal area
$45k - $55k
...providing “Quality Parts at Reasonable Prices,” supported by excellent customer service, honesty, and integrity. We are looking for a motivated, detail-oriented individual to support our daily operations and help our company grow. This position involves website maintenance,...Work at officeRemote workRelocation packageMonday to FridayAfternoon shift- TriWest Healthcare Alliance seeks a Healthcare Operations Specialist to provide non-clinical support to healthcare operations teams, handling... ...while supporting registration, credentialing, and beneficiary services. #J-18808-Ljbffr TriWest Healthcare Alliance Corp.Remote job
- TIAA is hiring for a position in Charlotte, NC, focused on transactional operations within financial services. The role handles checks, wire processing, and ACH reconciliations, ensuring accurate end-of-day closings and reconciliations. Candidates should bring accounting...
- A top-tier investment management firm in Charlotte, NC is looking for multiple Portfolio Administrators for permanent positions. Candidates need 1+ years of back and middle office experience in asset management, strong technical skills in investment systems, and familiarity...Permanent employment
$41k - $45k
...members are encouraged to apply! Job Summary The Healthcare Operations Specialist provides non-clinical support to TriWest healthcare... ..., and department software applications. Empathy / Customer Service Customer-focused behavior; Helping approach, including listening...Contract workTemporary workInterim roleWork at officeLocal areaRemote work- A top-tier investment management firm in Charlotte, NC, is seeking multiple Portfolio Administrators for permanent positions. The role involves managing reconciliation discrepancies, preparing month-end accounting statements, and overseeing account onboarding processes....Permanent employmentWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Service Operations Specialist. Be the first to apply!
Related searches
- community services specialist Charlotte, NC
- staff services manager Charlotte, NC
- honda service advisor Charlotte, NC
- part time service advisor Charlotte, NC
- court services officer Charlotte, NC
- guest services associate Charlotte, NC
- salesforce service cloud consultant Charlotte, NC
- human services specialist Charlotte, NC
- experienced service advisor Charlotte, NC
- environmental service worker Charlotte, NC