Ameriprise Financial has a great opportunity for a Senior Coordinator, Advisor Debt Recovery to join our team! This role will perform day to day operations of the Advisor Collections Team, focusing on identifying risks, recommending solutions, and acting quicky to achieve expected outcomes. You will routinely collaborate with multiple internal and external business partners to resolve issues and drive results, while operating with flexibility and thought leadership to evolve with a changing environment, including shaping new and existing processes to meet current needs.
Key Responsibilities
- Actively manage risk through operational support of the Advisor Collections team by leading procedures for newly terminated advisors. Leverage relationships with Field Leaders and internal/external business partners to obtain and share information that is critical in supporting recovery of outstanding debt.
- Deliver on ad hoc information requests in a timely manner to support business partners and leadership. Delivery may consist of personally compiling information or delegating to others and includes escalation when appropriate. Develop subject matter expertise for multiple reporting and technology platforms used to respond to requests.
- Preparation and tracking of recurring monthly, quarterly, and annual program deliverables that are essential to ensure program success. Collaborate with program leaders and business partners to share results and communicate program impacts.
- Continuously assess business needs to identify opportunities for enhancements to established or changing work processes; prepare overview of proposed changes and present to appropriate leaders to gain support. Upon alignment, work across various teams to implement planned changes in a manner that ensures effective program execution.
- Identify team capacity issues through internal reporting review; recommend action for resolution, partnering with offshore resources.
- Contribute to developing, coaching, and guiding other team members, including occasionally educating business partners on established processes to ensure effective collaboration.
Required Qualifications
- Bachelor’s degree in finance, business, accounting or equivalent
- 3 to 5 years relevant experience
- Strong analytical skills
- Ability to evaluate potential outcomes based on known and anticipated factors
- Strong organizational skills with the ability to shift priorities/responsibilities to meet business needs
- Self-starter with the motivation to learn new skills
- Proven ability to build and maintain strong relationships with key business partners to drive initiatives
- Ability to work independently and with strong initiative, while also effective at working and collaborating in a team environment
- Excellent communication, interpersonal skills, and ability to network
- Strong written communication skills; ability to tailor communications based on audience (including corporate and advisor force) in a way that clearly and concisely conveys intended message
- Proficiency in Microsoft Office, with strength in Microsoft Excel
- Ability to work in a hybrid environment 3+ days per week in our Charlotte, NC office
Preferred Qualifications
- Financial services industry experience
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.
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
Business Support & Operations
Line of Business
FIN Finance
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.
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