Ameriprise Financial Services, LLC

Operations Coach

Ameriprise Financial Services, LLC

full-time

Posted on:

Origin:  • 🇺🇸 United States • North Carolina

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Salary

💰 $49,800 - $67,300 per year

Job Level

Mid-LevelSenior

About the role

  • Provide guidance, coaching, and indirect leadership to peers in operational processes
  • Research and resolve escalated Life and Annuity death claim issues via phone and email
  • Assist in quality management processes and serve as a subject matter expert
  • Ensure processing of transactions follow industry rules/regulations and internal compliance procedures
  • Mentor peers and conduct training as needed
  • Complete day-to-day operations processing tasks including auditing and transaction processing
  • Utilize applications such as Fedline, PD Teller, WebCSR, Vision Archive
  • Participate in projects and initiatives as the expert

Requirements

  • High school or GED
  • 3-5 years of relevant experience
  • 3+ years of experience in a service call center or transaction processing
  • Strong attention to detail
  • Effective written and verbal communication skills
  • Analytical and problem solving skills
  • Ability to build and maintain strong, positive relationships and influence others without having direct leadership accountability