Ameriprise Financial Inc logo

Sr Operations Professional-U

Ameriprise Financial Inc

  • Charlotte, NC
  • 3 days ago
  • $44,400–$61,100 Per Year
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Skills

  • Annuitiesunmatched
  • Asset Managementunmatched
  • Business Operationsunmatched
  • Business Supportunmatched
  • Communication Skillsunmatched
  • Compensation and Benefitsunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Financial Planningunmatched
  • Financial Servicesunmatched
  • Identify Issuesunmatched
  • Insuranceunmatched
  • Multitaskingunmatched
  • Philosophyunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Process Developmentunmatched
  • Process Improvementunmatched
  • Reconciliationunmatched
  • Regulatory Complianceunmatched
  • Regulatory Requirementsunmatched
  • Research Skillsunmatched
  • Secondary Schoolunmatched
  • Small Businessunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Transaction Processing/Managementunmatched
  • Writing Skillsunmatched

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

Independently process, reconcile and/or balance the assigned product according to department policy and procedures. Ensure comprehensive and seamless operations for all transaction requests with minimal direction. Work with both internal and external business partners to research and resolve issues in an accurate and timely manner. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.

Key Responsibilities

  • Independently process, reconcile and/or balance for the assigned product in an accurate, timely and compliant manner.
  • Work with appropriate internal and external business partners to research and resolve issues, troubleshoot and provide seamless service. Identify process improvements and partner with appropriate resources to implement solutions.
  • Utilize various computer applications 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: 1-3 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.
  • Previous operations, processing, or customer service experience.
  • Ability to research and resolve problems.
  • Demonstrated ability to manage multiple priorities in a fast-paced, results-driven transaction-based environment.
  • Demonstrated understanding of company and industry regulatory requirements.
  • Strong written and verbal communication skills.
  • Strong attention to detail including demonstrated ability to meet accuracy standards in a high-volume processing situation.

Preferred Qualifications

  • Ability to understand and communicate complex issues.
  • Product-specific or financial services industry experience.

Base Pay Salary

The estimated base salary for this role is $44,400-61,100 / 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/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

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.

Numbers & Facts

LocationCharlotte, NC
IndustryFinancial Services
Salary$44,400–$61,100 Per Year
Company Size10,000 employees or more
Year Founded1894
Websitehttps://www.ameriprise.com/careers

About Company

About Ameriprise Financial

Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.

From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.

Our Investment in You

We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.

Your Career at Ameriprise

When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.

Search Open Positions and Apply

Learn More About Joining Ameriprise

Thrive in a Respectful, Supportive Environment

We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.

Learn More About Diversity and Inclusion at Ameriprise

Build a Career that Matters to You

At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.

Being an Ameriprise Advisor

Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.

Learn More About Ameriprise Advisor Support

Opportunities for Students

Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.

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