Sr. Operations Professional

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 River Source Insurance and Annuities.

Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

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 River Source Insurance and Annuities.

Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

As a subject matter expert, independently process, reconcile and/or balance for the assigned product according to department policy and procedures. Research and respond to more complex issues escalated from operations teams, and take a lead role in communicating resolution status updates to appropriate parties. Identify process improvements and implement solutions as appropriate. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.

Research, respond and resolve sophisticated issues initiated by high‑priority advisors, clients or other relationship partners and accurately communicate the status of these requests to applicable internal and external business partners. Effectively manage a high‑volume case load to ensure that all issues are resolved quickly and accurately.

Process transactions, including both routine and sophisticated, involving high‑priority accounts in a timely, efficient, and accurate manner. Complete day‑to‑day operations processing tasks, such as auditing, processing transactions, and approval of re‑written transactions, as well as frontline underwriting, where appropriate.

Identify process improvements and implement solutions as appropriate. Participate in various team or department project requests, as assigned.

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 operations, processing, or customer service experience.

Proven ability to research and resolve issues, with demonstrated analytical and problem‑solving skills.

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 with ability to understand and communicate complex issues.

Product‑specific or financial services industry experience.

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H‑1B, F‑1 CPT, F‑1 OPT, TN).

We are a client‑centric, relationship‑based business. Working together, in‑person, is foundational to how we achieve results. By fostering a culture of face‑to‑face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at…