Brokerage Service Professional II

Brokerage Service Professional II – Ameriprise Financial Services, LLC

First point of contact for advisors, clients, and relationship partners for routine service issues, requests, policies, procedures, and account information specific to wires.

• Respond to service requests, troubleshoot issues, and research complex issues that cannot be resolved immediately.
• Provide prompt, accurate solutions to transaction, service and/or operational questions in a fast‑paced, client‑focused team environment.
• Respond directly to account information or other requests initiated by advisors utilizing a variety of systems to provide information for advisors or other relationship partners.
• Process routine service transactions or resolve account service casework, ensuring time and quality standards are met.
• Interact directly with advisors and other business partners to resolve questions and pending transactions.
• Educate advisors on newly‑enacted services, systems or procedures to facilitate efficient self‑service and serve as a key resource for company or product policies and systems.

• High school degree or equivalent.
• 1+ years of relevant experience, including previous experience within the brokerage industry.
• Excellent customer service skills and ability to explain complex policies or concepts in a straightforward manner.
• Ability to research and solve problems, ask the right questions to understand underlying issues and identify root cause.
• Strong written and spoken communication skills.
• Demonstrated ability to manage multiple priorities in a fast‑paced environment.

• Associate or Bachelor's Degree.

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.

Estimated base salary $44,400‑$61,100/year. Additional variable pay may include bonus, commissions, and/or long‑term incentives. Comprehensive benefits program includes vacation, sick time, 401(k), and health, dental and life insurance.

• Full‑time, Non‑exempt.
• Business Support & Operations – CLEAR Clearing.

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.