Service Operations Specialist (Financial Services)

Location: Minneapolis, Charlotte, or Las Vegas, United States. Employees work in the office at least four days per week, with flexibility to work from home one day per week.

Base pay: $26.15–$35.96 per hour.

Company

Diversified financial services organization providing financial planning and advice, asset management, insurance, and related services to individual, small business, and institutional clients.

What you will do

• Serve as a subject matter expert for Client Account Maintenance processes, policies, and operational initiatives.
• Provide operational support and resolve complex client and advisor servicing issues.
• Coach and develop associates to improve processing quality, productivity, and customer experience.
• Participate in risk management, control, audit, and quality assurance activities.
• Contribute to business initiatives and process improvement projects that increase efficiency and reduce operational risk.
• Analyze operational challenges, recommend solutions, and support organizational and operational changes.

Requirements

• Associate degree and 3–5 years of relevant experience; equivalent combinations of post-secondary education and experience may be considered.
• Experience working on a customer service team with knowledge of customer service processes, policies, techniques, and applicable regulations.
• Previous experience coaching team members.
• Strong organizational, communication, analytical, quantitative, and problem-solving skills.
• Ability to explain complex issues clearly, maintain accuracy under tight deadlines, and influence others without direct leadership authority.
• Valid United States work authorization is required without current or future visa sponsorship needs.

Nice to have

• Bachelor’s degree.
• Product-specific or financial services industry experience.
• Experience with Ameriprise customer policies and procedures.

Culture & Benefits

• Relationship-based, client-centric environment with a strong focus on in-person collaboration.
• Benefits include vacation time, sick time, 401(k), and health, dental, and life insurance.
• Role is eligible for performance-based compensation, which may include bonuses, commissions, or long-term incentives.
• Inclusive and accessible recruitment process with reasonable accommodation support.