As a subject matter expert, independently process, reconcile and/or balance for the assigned product according to department policy and procedures. Research and respond to more complex issues escalated from operations teams, and take a lead role in communicating resolution status updates to appropriate parties. Identify process improvements and implement solutions as appropriate. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.

REQUIRED QUALIFICATIONS

• Education: High school or GED
• Experience: 3-5 years of relevant experience.
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• Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.

• 3+ years of operations, processing, or customer service experience.
• Proven ability to research and resolve issues, with demonstrated analytical and problem solving skills.
• Strong attention to detail, with the ability to work under tight time frames and deadlines, while achieving a high degree of accuracy.
• Effective written and verbal communication skills with ability to understand and communicate complex issues.

PREFERRED QUALIFICATIONS

• Product-specific or financial services industry experience.
• Previous Ameriprise experience or experience in Estate Settlements

• Research, respond and resolve sophisticated issues initiated by high-priority advisors, clients or other relationship partners and accurately communicate the status of these requests to applicable internal and external business partners. Effectively manage a high-volume case load to ensure that all issues are resolved quickly and accurately.
• Process transactions, including both routine and sophisticated, involving high-priority accounts in a timely, efficient, and accurate manner. Complete day-to-day operations processing tasks, such as auditing, processing transactions, and approval of reissued and rewritten transactions, as well as frontline underwriting, where appropriate.
• Identify process improvements and implement solutions as appropriate. Participate in various team or department project requests, as assigned.