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Client-Focused Financial Operations Specialist
Job in
Plymouth, Marshall County, Indiana, 46563, USA
Listed on 2026-07-15
Listing for:
Ameriprise Financial
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Accounts Receivable/ Collections, Financial Services, Banking & Finance
Job Description & How to Apply Below
Ameriprise Financial is seeking an Operations Specialist in Plymouth, Indiana, to ensure accurate and timely money movement for client accounts under the direction of Financial Planners.
Responsibilities include initiating trades, backing deposits, setting up transfers and payments, running reports, opening new accounts, and adjusting risk settings after trades, with a focus on accuracy and teamwork. Strong verbal and written communication is required; attention to detail is essential.
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