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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, and approval of reissued and rewritten transactions, as well as frontline underwriting, where appropriate. 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

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