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Operation Coach-U (R23_0000000188)
Operation Coach-U (R23_0000000188)-September 2024
Minneapolis
Sep 11, 2026
About Operation Coach-U (R23_0000000188)

  Provide mentorship, coaching and indirect leadership to peers on operations processes, policies, and techniques for transaction requests and inquiries from advisors, clients, and relationship partners. Research and respond to advanced issues and resolve problems, as needed. Assist in quality management processes and serve as a subject matter expert for various business-driven initiatives. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures. Key Responsibilities: Research, resolve and respond to advanced issues regarding more complex transaction and inquiry requests. Provide explanation of policies, resolutions, and next steps to advisors, clients and relationship partners. Coach peers on processes, procedures and issue resolution. Provide indirect leadership in training less-experienced peers in new systems and processes. Conduct training as needed. Complete day-to-day operations processing tasks, such as auditing, processing transactions, and approval of reissued and rewritten transactions, as well as front-line underwriting, where appropriate. Participates in business-driven projects and initiatives and in many cases serves as the subject matter expert. Required Qualifications: High school or GED 3 to 5 years proven experience with a minimum of 3years experience in a service call center or transaction processing. Strong attention to detail, with the ability to work under tight time frames and deadlines, while achieving a high degree of accuracy. Effective written and verbal communication skills. Proven track record in researching and resolve issues, with proven analytical and problem solving skills. Ability to build and maintain strong, positive relationships and influence others without having direct leadership accountability. Preferred Qualifications: Insurance or financial services industry experience. Experience with Ameriprise customer policies and procedures. About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary $47,900 - 64,700

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