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Operations Expert
| Company | Ameriprise Financial |
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| Location | Minneapolis, MN, USA |
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| Salary | $44000 – $64400 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Mid Level, Senior |
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Requirements
- Education: High school or GED
- Experience: 3-5 years of relevant 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.
Responsibilities
- Review and process the ONE NSF overdraft process, which is a white glove service provided to clients.
- Notify the advisor of any overdraft items that need funding by 1 p.m. CT daily for the item to be honored and not returned NSF.
- Complete audits such as PINS lines to verify IntraFi report delivery in accordance with Books and Records requirements.
- Review and set up cases for Certificate dishonors and non-brokerage bank returns.
- Identify and set up cases to close recurring bank transactions for brokerage accounts that have dishonored.
- Assist in pulling and providing check copies to client/advisors.
- Work cases to reissue unclaimed checks.
- Assist with various AMP Bank and Brokerage tasks.
Preferred Qualifications
- Product-specific or financial services industry experience.
