Partner with business partners across S&O and products by building strong relationships, proactively communicating with them on issues raised by the field that will impact their business line and take ownership to drive resolution to sophisticated field inquiries. Handle business crisis situations as they arise and provide high touch service on change moments that have high impact to the field. Lead process improvement initiatives to improve our client and advisor experience based on the trends and feedback we receive from the field.
Key Responsibilities
- Provide subject matter expertise (SME) on projects when Tier II input is needed for New Business, Client data, and Life Events.
- Provide mentoring, standard processes, and a Single Point Of Contact (SPOC) through change moments to the field and key business partners.
- Coordinate conference calls with WMS products and advisor offices that need additional support to navigate change moments and gather the field's feedback for future improvement opportunities.
- As business crisis situations emerge; lead, handle, and collaborate with appropriate business partners to implement and provide the required support to clients and advisors. Take initiative to quickly get up to speed and a become subject matter expert to authoritatively and competently assist clients and advisors to address their needs.
- Lead team projects and initiatives or ad hoc projects as assigned. Present Service & Operations trends, gaps, issues and improvement opportunities to leaders. Develop, sustain and improve relationships with advisors, staff, senior leaders and Service and Operations business partners. Partner and influence other business areas on concerns, exceptions, sophisticated issues.
- Primary back-up when leader is out of the office and represent leader in meetings as needed.
Required Qualifications
- Shown ability to research and resolve sophisticated, high-priority issues in a timely manner.
- 5+ years of applicable financial services/brokerage experience.
- Shown thought leadership.
- A self starter with the ability to balance multiple priorities.
- Ability to influence and collaborate with or lead across the organization and at all levels to get results.
- Excellent written and verbal communication skills.
- Ability to communicate with all levels of leadership on issue status summaries.
- Excellent customer service skills that include the ability to explain sophisticated policies in a straightforward, easy to understand manner.
Preferred Qualifications
- Occasional travel may be requested
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding 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, 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
The estimated base salary for this role is $69,900-$94,400/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Client Service
Line of Business
SERVD Service Delivery
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What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.
We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Learn how you can build your career at Ameriprise Financial.
*Ameriprise Financial Q2 2020 Statistical Supplement
All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.
By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
