Support and enhance the advisor experience by providing immediate, specialized operations support, as it relates to Annuity Net and other tools APTC supports. Provide personal support to our business partners and advisors on complex annuity activities, consultation and issue resolution, and serve as a central point of contact for escalated advisor issues. Provide timely and accurate follow-through to advisors and field staff, while ensuring the appropriate closure on all outstanding activities, issues or concerns.

Key Responsibilities

Serve as a central point of contact for escalated complex issues requiring tier 2 service support, including requests to expedite and requests for exceptions. Take ownership, provide resolution, and determine appropriate course of action, while ensuring the issues are being resolved timely, accurately, and within regulatory and business controls. Act as a subject matter expert to assist advisors, staff, and corporate business partners to resolve escalations and complex requests.
Identify and raise awareness to trends and issues. Contribute to creating and enhancing documentation. Identify process improvements and submit Lean ideas.
Develop, sustain, and maximize relationships with advisors, staff, and Service and Operations business partners.

Required Qualifications

Education: High School or GED
Experience: 3-5 years of relevant experience.
Excellent customer service skills, including the ability to explain complex policies or concepts in a straightforward, easy to understand manner.
Ability to research and solve problems and ask the right questions to understand underlying issues and identify root cause.
Self starter with the ability to manage multiple priorities in a fast-paced environment.
Strong written and spoken communication skills.
Ability to collaborate with business partners across the organization.

Preferred Qualifications

Previous experience within brokerage industry.
Experience with 3rd Party Annuities

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

Client Service

Line of Business

SERVD Service Delivery