Operations Expert

Ameriprise Financial Services, LLC

. Independently process, reconcile and/or balance assigned products according to department policies and procedures .

Posted 10/9/2026full-timeMinneapolis • Minnesota • United StatesMid-LevelSenior💰 $50,800 - $76,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical and problem-solving capabilities while effectively managing high-volume transactions and ensuring compliance with industry regulations. Proven ability to communicate complex issues clearly and maintain accuracy under tight deadlines.

Highest-signal resume keywords

Transaction ProcessingIssue ResolutionAnalytical SkillsAttention to DetailCustomer Service Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operations ProcessingTransaction AuditingFrontline UnderwritingProcess ImprovementCompliance Procedures

Soft Skills

Effective CommunicationProblem SolvingTime Management

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial ServicesHigh-Priority AccountsInternal ComplianceComplex IssuesCustomer Relationship Management

About the role

Key responsibilities & impact

Independently process, reconcile and/or balance assigned products according to department policies and procedures
Research and respond to complex issues escalated from operations teams
Lead communication of resolution status updates to appropriate parties
Identify process improvements and implement solutions
Ensure transaction processing follows industry rules, regulations, and internal compliance procedures
Research, respond to, and resolve sophisticated issues from high-priority advisors, clients, or relationship partners
Communicate request status accurately to internal and external business partners
Manage a high-volume caseload and resolve issues quickly and accurately
Process routine and sophisticated transactions involving high-priority accounts
Complete daily operations processing tasks, including auditing, transaction processing, approval of reissued and rewritten transactions, and frontline underwriting where appropriate
Participate in team or department projects as assigned

Requirements

What you’ll need

High school diploma or GED
3–5 years of relevant experience
3+ years of operations, processing, or customer service experience
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience
Proven ability to research and resolve issues
Demonstrated analytical and problem solving skills
Strong attention to detail
Ability to work under tight time frames and deadlines while achieving a high degree of accuracy
Effective written and verbal communication skills
Ability to understand and communicate complex issues
Product-specific or financial services industry experience preferred

Benefits

Comp & perks

Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Reasonable accommodation support during the application or interview process