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Resolution Specialist
Ameriprise Financial Services, LLC. Support and enhance the advisor experience by providing immediate, specialized operations support related to Annuity Net and other tools APTC supports .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing specialized operations support for annuity-related activities, ensuring effective issue resolution and maintaining strong relationships with advisors and business partners. Proficient in problem-solving, communication, and process improvement within regulatory frameworks.
Highest-signal resume keywords
Annuity Operations SupportCustomer Service SkillsProblem-Solving AbilityCommunication SkillsBrokerage Industry Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Self-StarterAbility to Manage Multiple PrioritiesCollaboration Skills
Tools & Technologies
Annuity NetAPTC Tools
Industry Keywords
Brokerage Industry3rd Party AnnuitiesRegulatory ComplianceLean Process Improvement
About the role
Key responsibilities & impact- Support and enhance the advisor experience by providing immediate, specialized operations support related to Annuity Net and other tools APTC supports
- Provide personal support to business partners and advisors on complex annuity activities, consultation and issue resolution
- Serve as a central point of contact for escalated advisor issues
- Provide timely and accurate follow-through to advisors and field staff
- Ensure appropriate closure on outstanding activities, issues or concerns
- Handle escalated complex issues requiring tier 2 service support, including requests to expedite and requests for exceptions
- Take ownership, provide resolution, and determine appropriate course of action within regulatory and business controls
- Act as a subject matter expert to assist advisors, staff, and corporate business partners with escalations and complex requests
- Identify and raise awareness of trends and issues
- Contribute to creating and enhancing documentation
- Identify process improvements and submit Lean ideas
- Develop, sustain, and maximize relationships with advisors, staff, and Service and Operations business partners
Requirements
What you’ll need- High School or GED
- 3-5 years of relevant experience
- Excellent customer service skills, including the ability to explain complex policies or concepts in a straightforward, easy to understand manner
- Ability to research and solve problems and ask the right questions to understand underlying issues and identify root cause
- Self starter with the ability to manage multiple priorities in a fast-paced environment
- Strong written and spoken communication skills
- Ability to collaborate with business partners across the organization
- Previous experience within brokerage industry (preferred)
- Experience with 3rd party annuities (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
- Inclusive and accessible recruitment process
- Reasonable accommodation for individuals with disabilities