Operations Coach-U
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
We have an exciting opportunity for an Operations Coach to join our team at Ameriprise!
Key Responsibilities
- Research and 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.
- Participate in projects, audits and initiatives and in many cases serve 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.
Pay
The estimated base salary for this role is $50,800-69,900 per year. The estimated base salary for this role is $00/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.
Schedule
Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt
Job Family
Business Support & Operations
Line of Business
CLEAR
Equal Opportunity Employer
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.