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

• High school or GED


• 1-3 years of relevant experience in operations, processing, or customer service

Preferred Qualifications

• 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.


• Ability to understand and communicate complex issues.


• Product-specific or financial services industry experience.

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

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