Service Operations Specialist

Ameriprise Financial Services, LLC

. Serve as a subject matter expert for Client Account Maintenance processes, policies, and operational initiatives .

Posted 10/7/2026full-timeUnited StatesMid-LevelSenior💰 $26 - $36 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Client Account Maintenance processes and operational support, with a strong focus on customer service, coaching, and process improvement. Capable of analyzing operational challenges and implementing effective solutions while maintaining high standards of accuracy and attention to detail.

Highest-signal resume keywords

Client Account Maintenance ExpertiseCoaching and DevelopmentCustomer Service Processes KnowledgeAnalytical and Problem-Solving SkillsOrganizational and Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Operational SupportIssue ResolutionProcess ImprovementRisk ManagementQuality AssuranceBusiness Operations KnowledgeCustomer Service TechniquesAnalytical SkillsQuantitative SkillsAttention to Detail

Soft Skills

CoachingRelationship BuildingInfluencing SkillsCommunication SkillsOrganizational Skills

Certifications & Qualifications

Associates Degree

Industry Keywords

Operational InitiativesCustomer Service TeamCompliance RegulationsPerformance ImprovementCapacity Management

About the role

Key responsibilities & impact

Serve as a subject matter expert for Client Account Maintenance processes, policies, and operational initiatives
Provide operational support and issue resolution for complex client and advisor servicing matters
Coach and develop associates to enhance processing quality, productivity, and customer experience
Participate in risk management, control, audit, and quality assurance activities
Contribute to business initiatives, projects, and process improvement efforts
Partner with internal stakeholders to identify and address operational needs
Analyze operational challenges and recommend solutions to improve service levels, capacity management, and overall performance
Support implementation of organizational and operational changes across the business

Requirements

What you’ll need

Associates degree required
3-5 years of relevant experience required
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 experience working on a customer service team
Strong working knowledge of customer service processes, policies, techniques, and applicable regulations
Prior experience coaching team members
Strong organizational and communication skills
Ability to explain complex issues in a clear, understandable manner
Strong knowledge of business operations and processes in more than two areas
Good analytical, quantitative, and problem-solving skills
Strong attention to detail and ability to work under tight timeframes and deadlines while achieving a high degree of accuracy
Ability to build and maintain strong, positive relationships and influence others without direct leadership accountability
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
Flexibility to work from home one (1) day per week
Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Reasonable accommodation support during recruitment and interviews