Senior Service Operations Specialist

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 Serve as a highly skilled utility player for the Non-Qualified Brokerage Tax Reporting team, providing support across project execution, control management, coaching, analysis, and issue resolution. Partner effectively with leaders and cross-functional stakeholders to drive operational excellence, manage risk, and ensure regulatory compliance. Act as the primary leadership backup, support key performance and risk indicator management, perform analytical reviews, recommend process improvements, and contribute to the monitoring and enhancement of internal controls and compliance procedures.

Key Responsibilities Support team and enterprise projects that impact Information Reporting and Withholding for reportable brokerage accounts as well as regulatory changes.

Perform withholding reconciliation for all brokerage accounts, including retirement, domestic, and foreign clients, at the federal and state levels.

Perform critical and complex year-end tasks, including validation and reconciliation activities, to ensure complete and accurate tax reporting.

Required Qualifications

Education:

Associate degree or equivalent.

Experience:

3-5 years of experience in a Cost Basis/Tax Reporting role.

Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.

Prior experience working on a customer service team, including a strong working knowledge of customer service processes, policies, techniques, and applicable regulations.

Prior experience coaching or providing indirect leadership to others.

Strong organizational and communication skills, including the ability to explain complex issues in a clear and understandable manner.

Strong knowledge of business operations and processes in more than two areas.

Good analytical , quantitative and problem-solving skills.

Strong attention to detail, with the ability to work under tight time frames and deadlines, while maintaining a high degree of accuracy

Excellent Microsoft Excel skills with experience in reconciliation and validation tasks.

Preferred Qualifications Experience supporting team and enterprise-level project implementation.

Product-specific or financial services industry  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 (4) days per week, with flexibility to work from home one (1) day per week.

Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

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).Base Pay Salary The estimated base salary for this role is $66,700-$91,700/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location.

In addition, most of our roles are eligible for variable pay in the form of bonus, commissions,…