Operations Professional - Mutual Funds

Process, reconcile and/or balance for the assigned product according to department policy and procedures. Ensure comprehensive and seamless operations for all transaction requests. Work with both internal and external business partners to research and resolve issues in an accurate and timely manner. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.

Key Responsibilities

• Process, reconcile and/or balance for the assigned product in an accurate, timely and compliant manner. May receive guidance from Coaches or Team Leads on a frequent basis.
• Work with appropriate internal and external business partners to research and resolve issues, troubleshoot and provide seamless service. Provide support to other team members as necessary.
• Utilize various computer applications to provide operational processing information and take action as appropriate.

Required Qualifications

• Education: High school or GED
• Experience: 0-1 years of relevant experience.
  • Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
• Strong attention to detail including demonstrated ability to meet accuracy standards in a high-volume processing situation.
• Ability to research and resolve problems.
• Demonstrated ability to manage multiple priorities in a fast-paced, results-driven transaction-based environment.
• Previous operations, processing or customer service experience.
• Strong written and verbal communication skills.

Preferred Qualifications

• Product-specific or financial services industry experience.
• Microsoft Excel
• Microsoft Access

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.

The estimated base salary range for this role is $40,700- $55,000/ 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.

Full time

Non-Exempt

Business Support & Operations

CLEAR Clearing