Operations Coach-U

Operations Coach

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

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 transaction 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 transaction 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 less-experienced peers in new systems and processes. Conduct training as needed.
• Complete day-to-day operations processing tasks, such as auditing, processing transactions, and approval of reissued and rewritten transactions, as well as frontline underwriting, where appropriate.
• Participates in projects, audits and initiatives and in many cases serves as the expert.
• Utilize various computer applications such as eWF, SUI, BetaNXT, and Microsoft office suite, to provide operational processing information and take action as appropriate. May participate in various team or department project requests, as assigned.
• Operations research and processing

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.

The estimated base salary for this role is $50,800-69,900 per 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 time

Non-Exempt

Business Support & Operations

CLEAR Clearing

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.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.