Job Listing
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Job ID: 13973012 |
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Job Location: |
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Public Transportation is Available.
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How to Apply: | To see employer contact information, log in or register. |
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Job Title: | Operations Coach-U (R23_0000001880) |
Work Type: | Work Days: Weekdays, Work Vary: No , Shift: First (Day), Hours Per Week: 40, Work Type: Regular |
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Salary Offered: | Minimum $15.00 Hourly |
Benefits: | Unspecified. |
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Physical Required: | Unspecified |
Drug Testing Required: | Unspecified |
Education Required: | Associate's Degree |
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Experience Required: | 24 Months |
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Required Skills: | 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-9b7cdcf3-b111-469f-9b46-f766e3509913 |
Preferred Skills: |
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Job Description: |
We have an exciting opportunity for an Operations Coach to join our team at Ameriprise! The Operations Coach will provide mentorship, 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 sophisticated 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 an explanation of policies, resolutions, and steps to advisors, clients and relationship partners. Provide indirect leadership in training less-experienced peers in new systems and processes. Conduct training as needed. Mentor peers on processes, procedures and issue resolution. Complete day-to-day operations processing tasks, such as auditing, processing transactions. Participate in projects and initiatives and in many cases serves as the authority. May participate in various team or department project requests, as assigned. Familiarity with systems such as eWorkflow, AnnuityNet, AdminServer, Vantage, is a plus to provide operational processing information and take action as appropriate. Annuity New Business research and processing, research funding cases and quality monitoring
Required Qualifications
High school or GED 3-5 years of validated experience. (*post-secondary education and relevant work experience may be interchanged to meet the required qualifications. 3+ years of proven 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.
Preferred Qualifications
Product-specific or financial services proven experience. Experience with Ameriprise customer policies and procedures. Banking specific background with work around Wires, ACH and Checks About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.
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