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.
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 and initiatives and in many cases serves as the expert.
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.
Product-specific or financial services industry experience.
Experience with Ameriprise customer policies and procedures.
About Our Company
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.