Home
/
Comprehensive
/
Operations Coach-U (R23_0000001880)
Operations Coach-U (R23_0000001880)-March 2024
Minneapolis
Mar 28, 2026
About Operations Coach-U (R23_0000001880)

  We have an exciting opportunity for an Operations Coach to join our team at Ameriprise! The Operations Coach will provide mentorship, coaching and indirect leadership to peers on operations processes, policies, and techniques for transaction requests and inquiries from advisors, clients, and other partners. Research and respond to sophisticated issues and resolve problems, as needed. Assist in quality management processes and serve as an authority 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 sophisticated transaction and inquiry requests. Provide an explanation of policies, resolutions, and steps to advisors, clients and relationship partners. Provide indirect leadership in training less-experienced peers in new systems and processes. Conduct training as needed. Mentor peers on processes, procedures and issue resolution. Complete day-to-day operations processing tasks, such as auditing, processing transactions. Participate in projects and initiatives and in many cases serves as the authority. May participate in various team or department project requests, as assigned. Familiarity with systems such as eWorkflow, AnnuityNet, AdminServer, Vantage, is a plus to provide operational processing information and take action as appropriate. Annuity New Business research and processing, research funding cases and quality monitoring Required Qualifications High school or GED 3-5 years of validated experience. (*post-secondary education and relevant work experience may be interchanged to meet the required qualifications. 3+ years of proven 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. Shown ability to research and resolve issues, with confirmed analytical and problem solving skills. Ability to build and maintain strong, positive relationships and influence others without having direct leadership accountability. Preferred Qualifications Product-specific or financial services proven experience. Experience with Ameriprise customer policies and procedures. Banking specific background with work around Wires, ACH and Checks 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.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Plasma Processor
Do you want to join an international team working to improve the future of healthcare? Do you want to improve the lives of millions of people? Grifols is a global healthcare company which, since its
Certified Peer Specialist - Youth (CPS-Y) - APEX Gwinnett - Lawrenceville, GA
Certified Peer Specialist - Youth (CPS-Y) - APEX Gwinnett - Lawrenceville, GA ...
Lab Associate
JOB REQUIREMENTS: TTM Technologies, Inc. - Publicly Traded US Company,NASDAQ (TTMI) - Top-5 Global Printed Circuit Board Manufacturer AboutTTM TTM Technologies, Inc. is a leading global manufacturer
DISHWASHER (FULL TIME and PART TIME)
FISD We are hiring immediately for a full time and part time DISHWASHER position. Location: Hawaii Preparatory Academy - 65-1692 Kohala Mountain Road, Kamuela, HI 96743 Note: online applications acce
barista - Store# 13874, LAKEWOOD RANCH BLVD & MAIN ST-
Join us and inspire with every cup! At Starbucks, it’s all about connection. People are at the heart of who we are, especially the people that are a part of our store team. We connect with each other
Reliability Engineer
Wabtec Corporation is a leading global provider of equipment, systems, digital solutions and value-added services for freight and transit rail. Drawing on nearly four centuries of collective experien
Archaeological Crew Chief
26521BR Service Line: Environmental Office Name: Raleigh Job Description: General Responsibilities: Supervise crews of Archaeological Technicians during projects, ensuring the crew is following proje
Licensed Practical Nurse (LPN)
Compensation Range $20 - $28 / hour You Matter • Make a difference every day in the lives of the underserved • Join a mission driven organization with a people first culture • Excellent career growth
Sales Consultant- BASE + Commission
We are currently looking for a high-energy individual who is ready for consultative sales. The ideal candidate will either have a working knowledge of solar energy or be willing to learn quickly. You
Intern Engineer - Summer 2024
What We're Looking For At HNTB, you can create a career that is meaningful to you while building communities that matter to all of us. For more than a century, we have been delivering solutions for s
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved