Service Operations Specialist

## Service Operations Specialist Apply:
Hybrid:
Minneapolis, Minnesota:
Full time:
Posted Today:
End Date:
October 30, 2026 (17 days left to apply):
R26 _2227
** 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.
** Job Description
** Provide guidance and support as a utility player who specializes in all aspects of the team’s service experience including project engagement, key controls, coaching, analysis and problem resolution. Strong in all aspects of service experience and able to partner effectively with multiple business partners. Support team key performance and risk indicator management, performing analysis, while contributing to recommendations and implementation.
** Key Responsibilities**
* -Perform routine reporting and analysis, contributing to recommendations for cost basis and tax, along with assisting in small to medium-sized projects within cost basis.
* -Provide analysis within existing reporting models, while recommending minor adjustments.
* -Make recommendations based on reporting and analysis that best meet client, regulatory, or business objectives.
* -Develop solutions for routine and less complex problems for cost basis and tax reporting.
* -Troubleshoot, resolve problems or issues while contributing to defining solutions in a Lean environment.
* -Assist in the training of current and new team members.
* -Assist the team in processing tasks, when needed.  
** Required Qualifications*
* * E-ducation:
Associate degree or equivalent.
*
- Experience:

1-3 years of experience in service or operations.
* -Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
* -Excellent documentation, attention to detail, and prioritization skills required.
* -Excellent written and verbal communication skills.
* -Proficient in MS Excel; familiarity with Access/database applications.
* -Strong analytical, quantitative & problem-solving skills and ability to use statistical analysis.
* -Strong knowledge of business operations and processes in more than two areas.
* -Ability to communicate effectively regarding recommendations and analysis results and establish and maintain strong relationships across the organization.
* -Ability to initiate and implement process improvements.
** Preferred Qualifications**
* -Bachelor’s degree.
* -Financial services industry experience.
* -Prior experience with cost basis and/or tax reporting.
** Visa Sponsorship
** 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).  
** In-Office Collaboration
** 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 least four…