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$26/hr–$35/hr
Full-time
associate degree
Vacation time, Sick time, 401(k), Health insurance, Dental insurance, Life insurance
Posted 5d ago
Apply by Aug 28
~40 hrs/week
Responsibilities
The Service Operations Specialist provides guidance and support for service experience, including project engagement, key controls, and problem resolution. They perform routine reporting and analysis to contribute to recommendations for cost basis and tax objectives while assisting in team training.
Requirements
Candidates must have an associate degree or equivalent and 1-3 years of experience in service or operations. Proficiency in MS Excel and strong analytical, quantitative, and problem-solving skills are required.
Full 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 guidance and support as a utility player who specializes in all aspects of the team’s service experience including project engagement, key controls, coaching, analysis and problem resolution. Strong in all aspects of service experience and able to partner effectively with multiple business partners. Support team key performance and risk indicator management, performing analysis, while contributing to recommendations and implementation.
Key Responsibilities
Perform routine reporting and analysis, contributing to recommendations for cost basis and tax, along with assisting in small to medium-sized projects within cost basis.
Provide analysis within existing reporting models, while recommending minor adjustments.
Make recommendations based on reporting and analysis that best meet client, regulatory, or business objectives.
Develop solutions for routine and less complex problems for cost basis and tax reporting.
Troubleshoot, resolve problems or issues while contributing to defining solutions in a Lean environment.
Assist in the training of current and new team members.
Assist the team in processing tasks, when needed.
Required Qualifications
Education: Associate degree or equivalent.
Experience: 1-3 years of experience in service or operations.
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
Excellent documentation, attention to detail, and prioritization skills required.
Excellent written and verbal communication skills.
Proficient in MS Excel; familiarity with Access/database applications.
Strong analytical, quantitative & problem-solving skills and ability to use statistical analysis.
Strong knowledge of business operations and processes in more than two areas.
Ability to communicate effectively regarding recommendations and analysis results and establish and maintain strong relationships across the organization.
Ability to initiate and implement process improvements.
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). 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.
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
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.
At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social
*Ameriprise Financial Q1 2024 Earnings Release.
Offices: 707 2nd Ave S, Minneapolis, MN 55402, US
Financial Planning and Investment ServicesWealth ManagementConstructionResidentialFinanceInsuranceCommercialProperty ManagementFinancial ServicesReal Estate
At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social
*Ameriprise Financial Q1 2024 Earnings Release.
Offices: 707 2nd Ave S, Minneapolis, MN 55402, US
Financial Planning and Investment ServicesWealth ManagementConstructionResidentialFinanceInsuranceCommercialProperty ManagementFinancial ServicesReal Estate