Senior Operations Professional

Ameriprise Financial Services, LLC

. Independently review and process requests and audits for Managed Account operations .

Posted 10/6/2026full-timeUnited StatesSenior💰 $44,400 - $61,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing transaction requests and audits within Managed Account operations, ensuring compliance with industry regulations and internal procedures. Proficient in problem-solving and process improvement in a fast-paced, results-driven environment.

Highest-signal resume keywords

Managed Account OperationsTransaction ProcessingRegulatory ComplianceProblem ResolutionAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingOperations ManagementCustomer ServiceProcess ImprovementResearch Skills

Soft Skills

Strong Communication SkillsAbility to Manage Multiple Priorities

Tools & Technologies

EnvestnetThomsonBETACOLAAPL

Industry Keywords

Financial Industry ExperienceCompliance ProceduresHigh-Volume ProcessingInternal ComplianceFast-Paced Environment

About the role

Key responsibilities & impact

Independently review and process requests and audits for Managed Account operations
Ensure accurate, timely, compliant, comprehensive, and seamless processing of transaction requests and product types
Work with internal and external business partners to research, troubleshoot, and resolve issues
Identify process improvements and partner with appropriate resources to implement solutions
Use various computer applications to provide operational processing information and take appropriate action
Provide support to other organization members as necessary
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
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and 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
Valid work authorization that does not now or in the future require visa sponsorship for employment in the United States
Preferred: Managed Accounts or financial industry experience
Preferred: Understanding of Envestnet, Thomson, BETA, COLA, APL, and various other internal systems

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
Hybrid work arrangement: employees work in the office at least four days per week, with flexibility to work from home one day per week
Reasonable accommodation support during the recruitment and interview process