Demo

Operations Professional

Ameriprise Financial
Charlotte, NC Full Time
POSTED ON 2/16/2025
AVAILABLE BEFORE 4/15/2025
Independently process, reconcile and/or balance the assigned product according to department policy and procedures. Ensure comprehensive and seamless operations for all transaction requests with minimal direction. 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

  • Independently process, reconcile and/or balance for the assigned product in an accurate, timely and compliant manner.
  • Work with appropriate internal and external business partners to research and resolve issues, troubleshoot and provide seamless service. Identify process improvements and partner with appropriate resources to implement solutions.
  • Utilize various computer applications to provide operational processing information and take action as appropriate. May participate in various team or department project requests, as assigned.


Required Qualifications

  • Education: High school or GED.
  • Experience: 1-3 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.
  • Previous operations, processing, or customer service experience.
  • Ability to research and resolve problems.
  • Demonstrated ability to manage multiple priorities in a fast-paced, results-driven transaction-based environment.
  • Demonstrated understanding of company and industry regulatory requirements.
  • Strong written and verbal communication skills.
  • Strong attention to detail including demonstrated ability to meet accuracy standards in a high-volume processing situation.


Preferred Qualifications

  • Ability to understand and communicate complex issues.
  • Product-specific or 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.

Base Pay Salary

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

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

CLEAR Clearing

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Operations Professional?

Sign up to receive alerts about other jobs on the Operations Professional career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$125,329 - $152,916
Income Estimation: 
$151,063 - $185,777
Income Estimation: 
$158,643 - $203,736
Income Estimation: 
$154,628 - $190,455
Income Estimation: 
$158,186 - $201,374
Income Estimation: 
$157,066 - $200,252
Income Estimation: 
$219,423 - $248,819
Income Estimation: 
$64,490 - $82,642
Income Estimation: 
$90,932 - $119,676
Income Estimation: 
$115,103 - $147,076
Income Estimation: 
$157,066 - $200,252
Income Estimation: 
$90,932 - $119,676
Income Estimation: 
$115,103 - $147,076

Sign up to receive alerts about other jobs with skills like those required for the Operations Professional.

Click the checkbox next to the jobs that you are interested in.

  • Account Reconciliation Skill

    • Income Estimation: $32,314 - $41,712
    • Income Estimation: $33,631 - $41,766
  • Customer Service Skill

    • Income Estimation: $43,569 - $82,025
    • Income Estimation: $49,713 - $89,972
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Ameriprise Financial

Ameriprise Financial
Hired Organization Address Minneapolis, MN Full Time
We have an exciting opportunity here at Ameriprise as a Senior Counsel! As a Senior Counsel, you'll provide legal advice...
Ameriprise Financial
Hired Organization Address Minneapolis, MN Full Time
Plan, manage, lead, and conduct qualitative and quantitative product and user research throughout the product and experi...
Ameriprise Financial
Hired Organization Address Baton Rouge, LA Full Time
Description: Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial pl...
Ameriprise Financial
Hired Organization Address Minneapolis, MN Full Time
Ameriprise Financial is hiring a Senior Administrative Assistant to join our team! This role will be a key player in sup...

Not the job you're looking for? Here are some other Operations Professional jobs in the Charlotte, NC area that may be a better fit.

Sales Operations Analyst

Husqvarna Professional Products, Inc., Charlotte, NC

Operations Professional

Ameriprise Financial Services, LLC, Charlotte, NC

AI Assistant is available now!

Feel free to start your new journey!