Operations Coach (Unlicensed) at Ameriprise Financial

Posted in Accounting about 2 hours ago.

Type: Full Time
Location: Minneapolis, Minnesota





Job Description:

We have an exciting opportunity for an Operations Coach to join our team at RiverSource!

The Operations Coach will 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 business-driven projects and initiatives, and in many cases serves as the subject matter expert (SME).


Required Qualifications


  • High school or GED

  • 3-5 years of relevant 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.

  • Proven ability to research and resolve issues, with demonstrated 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.

About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.

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.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

RSA AnnuitiesPDN-9d173f2e-a00a-4c23-98d1-6056d2db4bde
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