Service Operations Specialist

Ameriprise Financial Services, LLC

. Provide guidance and support as a utility player across the team’s service experience .

Posted 10/12/2026full-timeMinneapolis • Minnesota • United StatesJunior💰 $26 - $36 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical and problem-solving capabilities, with proficiency in MS Excel and familiarity with database applications. Capable of providing guidance in service operations while effectively communicating recommendations and implementing process improvements.

Highest-signal resume keywords

MS Excel ProficiencyAnalytical SkillsCost Basis ReportingProcess Improvement ImplementationCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Statistical AnalysisCost Basis ProjectsReporting AnalysisQuantitative SkillsDocumentation Skills

Soft Skills

Attention to DetailPrioritization SkillsRelationship BuildingCoaching Skills

Tools & Technologies

AccessDatabase Applications

Industry Keywords

Financial ServicesService OperationsRisk Indicator Management

About the role

Key responsibilities & impact

Provide guidance and support as a utility player across the team’s service experience
Engage in projects, key controls, coaching, analysis, and problem resolution
Support team key performance and risk indicator management
Perform routine reporting and analysis
Contribute to recommendations for cost basis and tax
Assist with small to medium-sized cost basis projects
Analyze existing reporting models and recommend minor adjustments
Make recommendations supporting client, regulatory, or business objectives
Develop solutions for routine and less complex cost basis and tax reporting problems
Troubleshoot and resolve problems or issues in a Lean environment
Assist in training current and new team members
Assist the team in processing tasks as needed

Requirements

What you’ll need

Associate degree or equivalent
1-3 years of experience in service or operations
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications
Excellent documentation, attention to detail, and prioritization skills
Excellent written and verbal communication skills
Proficient in MS Excel
Familiarity with Access/database applications
Strong analytical, quantitative, and problem-solving skills
Ability to use statistical analysis
Strong knowledge of business operations and processes in more than two areas
Ability to communicate effectively regarding recommendations and analysis results
Ability to establish and maintain strong relationships across the organization
Ability to initiate and implement process improvements
Valid work authorization that does not now or in the future require visa sponsorship for employment in the United States
Preferred: Bachelor’s degree
Preferred: Financial services industry experience
Preferred: Prior experience with cost basis and/or tax reporting

Benefits

Comp & perks

Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Variable pay in the form of bonus, commissions, and/or long-term incentives (role-dependent)
Flexible work arrangement: work from home one day per week