Service Operations Specialist
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Before you apply
SalaryNo pay range posted
LocationMinneapolis, Minnesota; Las Vegas, Nevada; Charlotte, North Carolina
Work modehybrid
Typefull-time
SeniorityMid
Experience3–5 yrs
Company size10,000+ people
PostedOct 7, 2026 · 1mo ago
Verified live3d ago
At a glanceSummarised by Seekless from the posting.
Associates degree
3-5 years of relevant experience
Previous experience working on a customer service team, including a strong working knowledge of customer service processes, policies, techniques, and applicable regulations
Prior experience coaching team members
Strong organizational and communication skills, including the ability to explain complex issues in a clear, understandable manner
Strong knowledge of business operations and processes in more than two areas
Good analytical, quantitative & problem-solving skills
Strong attention to detail, with the ability to work under tight timeframes and deadlines, while achieving a high degree of accuracy
Ability to build and maintain strong, positive relationships and influence others without having direct leadership accountability
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 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.
Job Description
Provide subject matter expertise and operational support to clients, advisors, and key business partners regarding Client Account Maintenance (CAM) processes, procedures, and initiatives. Deliver guidance, coaching, and feedback to associates to improve the accuracy, efficiency, and quality of operational processing. Foster a culture of continuous improvement, employee development, collaboration, accountability, and operational excellence.
This position can be based out of our Minneapolis, Charlotte, or Las Vegas office.
Key Responsibilities
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Serve as a subject matter expert for CAM processes, policies, and operational initiatives.
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Provide operational support and issue resolution for complex client and advisor servicing matters.
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Coach and develop associates to enhance processing quality, productivity, and customer experience.
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Participate in risk management, control, audit, and quality assurance activities to ensure compliance and operational effectiveness.
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Contribute to business initiatives, projects, and process improvement efforts that increase efficiency and reduce operational risk.
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Partner with internal stakeholders to identify and address operational needs while supporting strategic business objectives.
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Analyze operational challenges and recommend solutions that improve service levels, capacity management, and overall performance.
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Support the successful implementation of organizational and operational changes across the business.
Required Qualifications
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Education: Associates degree.
•
Experience: 3-5 years of relevant experience required.
•
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
•
Previous experience working on a customer service team, including a strong working knowledge of customer service processes, policies, techniques, and applicable regulations.
•
Prior experience coaching team members.
•
Strong organizational and communication skills, including the ability to explain complex issues in a clear, understandable manner.
•
Strong knowledge of business operations and processes in more than two areas.
•
Good analytical, quantitative & problem-solving skills.
•
Strong attention to detail, with the ability to work under tight timeframes and deadlines, while achieving a high degree of accuracy.
•
Ability to build and maintain strong, positive relationships and influence others without having direct leadership accountability.
Preferred Qualifications: