Ameriprise Financial Services, LLC
Resolution Manager
Ameriprise Financial Services, LLC, Minneapolis, Minnesota, United States, 55400
Partner with business partners across S&O and products by building strong relationships, proactively communicating with them on issues raised by the field that will impact their business line and take ownership to drive resolution to sophisticated field inquiries. Handle business crisis situations as they arise and provide high touch service on change moments that have high impact to the field. Lead process improvement initiatives to improve our client and advisor experience based on the trends and feedback we receive from the field.Responsibilities
Provide subject matter expertise (SME) on projects when Tier II input is needed for New Business, Client data, and Life Events.Provide mentoring, standard processes, and a Single Point Of Contact (SPOC) through change moments to the field and key business partners.Coordinate conference calls with WMS products and advisor offices that need additional support to navigate change moments and gather the field's feedback for future improvement opportunities.As business crisis situations emerge; lead, handle, and collaborate with appropriate business partners to implement and provide the required support to clients and advisors. Take initiative to quickly get up to speed and become a subject matter expert to authoritatively and competently assist clients and advisors to address their needs.Lead team projects and initiatives or ad hoc projects as assigned. Present Service & Operations trends, gaps, issues and improvement opportunities to leaders. Develop, sustain and improve relationships with advisors, staff, senior leaders and Service and Operations business partners. Partner and influence other business areas on concerns, exceptions, sophisticated issues.Primary back-up when leader is out of the office and represent leader in meetings as needed.Required Qualifications
Shown ability to research and resolve sophisticated, high-priority issues in a timely manner.5+ years of applicable financial services/brokerage experience.Shown thought leadership.A self-starter with the ability to balance multiple priorities.Ability to influence and collaborate with or lead across the organization and at all levels to get results.Excellent written and verbal communication skills.Ability to communicate with all levels of leadership on issue status summaries.Excellent customer service skills that include the ability to explain sophisticated policies in a straightforward, easy to understand manner.Preferred Qualifications
Occasional travel may be requested.About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.Job Details
Full-Time/Part-Time:
Full timeExempt/Non-Exempt:
ExemptJob Family Group:
Client ServiceLine of Business:
CLEAR Clearing
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Provide subject matter expertise (SME) on projects when Tier II input is needed for New Business, Client data, and Life Events.Provide mentoring, standard processes, and a Single Point Of Contact (SPOC) through change moments to the field and key business partners.Coordinate conference calls with WMS products and advisor offices that need additional support to navigate change moments and gather the field's feedback for future improvement opportunities.As business crisis situations emerge; lead, handle, and collaborate with appropriate business partners to implement and provide the required support to clients and advisors. Take initiative to quickly get up to speed and become a subject matter expert to authoritatively and competently assist clients and advisors to address their needs.Lead team projects and initiatives or ad hoc projects as assigned. Present Service & Operations trends, gaps, issues and improvement opportunities to leaders. Develop, sustain and improve relationships with advisors, staff, senior leaders and Service and Operations business partners. Partner and influence other business areas on concerns, exceptions, sophisticated issues.Primary back-up when leader is out of the office and represent leader in meetings as needed.Required Qualifications
Shown ability to research and resolve sophisticated, high-priority issues in a timely manner.5+ years of applicable financial services/brokerage experience.Shown thought leadership.A self-starter with the ability to balance multiple priorities.Ability to influence and collaborate with or lead across the organization and at all levels to get results.Excellent written and verbal communication skills.Ability to communicate with all levels of leadership on issue status summaries.Excellent customer service skills that include the ability to explain sophisticated policies in a straightforward, easy to understand manner.Preferred Qualifications
Occasional travel may be requested.About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.Job Details
Full-Time/Part-Time:
Full timeExempt/Non-Exempt:
ExemptJob Family Group:
Client ServiceLine of Business:
CLEAR Clearing
#J-18808-Ljbffr