Process, reconcile and/or balance products according to department policy and procedures. Ensure operations for all transaction requests. Work with partners to research and resolve issues in an accurate and timely manner. Ensure processing of transactions follow industry rules/regulations and compliance procedures.
Process, reconcile and/or balance products in an accurate, timely and compliant manner. May receive mentorship from Coaches or Team Leads.
Work with internal and external partners to research and resolve issues, troubleshoot and provide flawless service. Provide support to team members as vital.
Apply computer applications to provide processing information and take action.
Education: High school or GED.
Experience: 0-1 years of experience. *Post-secondary education and work experience may be interchanged to meet the combined years of minimum required qualifications for education and experience.
Strong attention to detail including confirmed ability to meet accuracy standards in a high-volume processing situation.
Ability to research and resolve problems.
Shown ability to balance multiple priorities in a fast-paced, results-driven environment.
Previous operations, processing or customer service experience.
Strong written and verbal communication skills.
Product-specific or financial services experience.
About Our Company
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
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.