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Senior Operations Professional
Ameriprise Financial Services, LLC. Serve independently as Brokerage Outgoing Wire Processor and Approver .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in processing and approving outgoing wire transactions while ensuring compliance with industry regulations. Strong ability to communicate effectively with clients and advisors, providing accurate information and resolving inquiries in a fast-paced environment.
Highest-signal resume keywords
Outgoing Wire ProcessingCustomer Service ExperienceRegulatory ComplianceProblem ResolutionAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingReconciliationOperational ProcessingResearch SkillsAccuracy Standards
Soft Skills
Strong Communication SkillsAbility to Manage Multiple Priorities
Tools & Technologies
Computer Applications
Industry Keywords
Financial ServicesIndustry RegulationsCompliance Procedures
About the role
Key responsibilities & impact- Serve independently as Brokerage Outgoing Wire Processor and Approver
- Communicate directly with advisors and clients to research and resolve inquiries and issues over the phone
- Educate advisors on company systems, processes, and policies
- Respond to client and field-member inquiries with prompt, accurate information for wire transaction and service requests
- Process, reconcile, and/or balance assigned products accurately, timely, and compliantly
- Work with internal and external business partners to research and resolve issues and provide seamless service
- Identify process improvements and partner with resources to implement solutions
- Use computer applications to provide operational processing information and take appropriate action
- Participate in team or department projects as assigned
- Ensure transactions follow industry rules, regulations, and internal compliance procedures
Requirements
What you’ll need- High school diploma or GED
- 1-3 years of relevant experience
- Previous operations, processing, or customer service experience
- Ability to research and resolve problems
- Ability to manage multiple priorities in a fast-paced, results-driven transaction-based environment
- Understanding of company and industry regulatory requirements
- Strong written and verbal communication skills
- Strong attention to detail and ability to meet accuracy standards in a high-volume processing situation
- Ability to understand and communicate complex issues
- Product-specific or financial services industry experience preferred
- Valid work authorization that does not now or in the future require visa sponsorship for employment in the United States
Benefits
Comp & perks- Vacation time
- Sick time
- 401(k)
- Health insurance
- Dental insurance
- Life insurance
- Flexible work arrangement: work from home one (1) day per week
- Bonus, commissions, and/or long-term incentives may be available depending on the role