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Senior Operations Specialist – Managed Accounts
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-31
Listing for:
Ameriprise Financial
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Banking Operations, Business Administration
Job Description & How to Apply Below
Ameriprise Financial is seeking an Operations Assistant to independently review and process Managed Account requests, ensuring accuracy, timeliness, and regulatory compliance. You will coordinate with internal and external partners to resolve issues and drive efficient processing in a fast-paced environment.
The role emphasizes problem solving, attention to detail, and clear communication, with a strong focus on regulatory requirements and customer service excellence.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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