Operations Coach at Ameriprise Financial in Charlotte, North Carolina

Job Description:

We have an exciting opportunity for an Operations Coach to join our team at Ameriprise! In this role, you will provide guidance, coaching and indirect leadership to peers on operations processes, policies, and techniques for transaction requests and inquiries from advisors, clients, and other partners. You will also research and respond to advanced issues and resolve problems and assist in quality management processes and serve as an authority for various business-driven initiatives. Additionally, will ensure processing of transactions follow industry rules/regulations and internal compliance procedures.

Key Responsibilities

• Research, resolve and respond to advanced issues regarding more sophisticated transaction and inquiry requests. Provide explanation of policies, resolutions, and steps to advisors, clients and relationship partners.


• Mentor peers on processes, procedures and issue resolution. Provide indirect leadership in training less-experienced peers in new systems and processes. Conduct training as needed.


• Complete day-to-day operations processing tasks, such as processing transactions and expediting requests.


• Participates in projects and initiatives and in many cases serves as the expert.


• 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

• High school diploma or GED


• 3-5 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.

Preferred Qualifications

• Product-specific or financial services industry experience.


• Experience with Ameriprise customer policies and procedures.


• Banking specific background with work around Wires, ACH and Checks.

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.

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

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