Senior Operations Professional – Clearing, MFO Networking, Transfers

Ameriprise Financial Services, LLC

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

Posted 10/23/2026full-timeUnited StatesSenior💰 $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 operations and ensuring compliance with industry regulations. Proven ability to communicate complex issues clearly and implement process improvements.

Highest-signal resume keywords

Operations Processing ExperienceIssue Resolution SkillsAttention To DetailEffective Communication SkillsFinancial Services Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingAuditingFrontline UnderwritingProcess ImprovementComplex Issue Resolution

Soft Skills

Analytical SkillsProblem SolvingTime Management

Industry Keywords

Compliance ProceduresHigh-Priority AccountsCustomer ServiceOperations TeamsRelationship Management

About the role

Key responsibilities & impact

Independently process, reconcile and/or balance assigned products according to department policies and procedures
Research and resolve complex issues escalated from operations teams
Communicate resolution status updates to appropriate internal and external parties
Manage high-volume case loads involving high-priority advisors, clients, and relationship partners
Process routine and sophisticated transactions involving high-priority accounts
Complete day-to-day operations processing tasks, including auditing, transaction processing, approval of reissued and rewritten transactions, and frontline underwriting where appropriate
Identify process improvements and implement solutions
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 or GED
3+ years of operations, processing, or customer service 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
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience

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 recruitment and interviews