What are the responsibilities and job description for the Manager - Service Solutions position at Ameriprise Financial Services, LLC?
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 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.
Job Description
Deliver a consistent and personalized experience resolving complex inquiries, issue resolution and confirmation/explanation, complaint satisfaction and apology letters for Executive Services. Build strong relationships with internal business partners, participate in risk events where communications may be needed, and effectively communicate via written confirmation/explanation and apology letters. Lead process improvement initiatives to enhance the client and advisor experience based on trends and feedback received.
Key Responsibilities
Serve as the main point of contact and provide assistance for escalated or complex questions, issues, or situations and assist advisors, staff, and leaders with navigation through departments, systems, processes, procedures, policies, tools, and capabilities.
Develop, sustain, and maximize relationships with advisors, staff, field leaders, technology, and business partners. Provide branch and practice level consultation, as identified or requested.
Understand and follow the Ameriprise Financial Style Guide and Client Service Writing Guide. Understand complex client letter requests and compose correspondence, including free-text and template style, to clients. RP written correspondence composed by yourself and others.
Participate in ad hoc project work designed to enhance Advisor and client experience. Communicate results and share trends and issues with key stakeholders.
Lead process improvements related, but not limited to, client correspondence, advisor and client feedback.
Demonstrate and maintain a strong fundamental knowledge of Ameriprise products, industry standard products, practices, and tools.
Maintain strong brokerage, legal, regulatory and compliance knowledge. Act as expert on CCC, Thomson ONE/BETA systems, tools, and capabilities.
Required Qualifications
Bachelors degree or equivalent
3-5 years relevant experience
FINRA Series 7
Excellent verbal and written communication skills
Ability to influence at all leadership levels and stakeholders to impacted processes, procedures, and policies
Ability to manage multiple priorities and deadlines
Strong professional presence and emotional competence
Preferred Qualifications
FINRA Series 24
Ability to create and execute with appropriate autonomy
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated annual salary for this role is $71,300 - $98,100. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Client Service
Line of Business
SERVD Service Delivery
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 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.
Job Description
Deliver a consistent and personalized experience resolving complex inquiries, issue resolution and confirmation/explanation, complaint satisfaction and apology letters for Executive Services. Build strong relationships with internal business partners, participate in risk events where communications may be needed, and effectively communicate via written confirmation/explanation and apology letters. Lead process improvement initiatives to enhance the client and advisor experience based on trends and feedback received.
Key Responsibilities
Serve as the main point of contact and provide assistance for escalated or complex questions, issues, or situations and assist advisors, staff, and leaders with navigation through departments, systems, processes, procedures, policies, tools, and capabilities.
Develop, sustain, and maximize relationships with advisors, staff, field leaders, technology, and business partners. Provide branch and practice level consultation, as identified or requested.
Understand and follow the Ameriprise Financial Style Guide and Client Service Writing Guide. Understand complex client letter requests and compose correspondence, including free-text and template style, to clients. RP written correspondence composed by yourself and others.
Participate in ad hoc project work designed to enhance Advisor and client experience. Communicate results and share trends and issues with key stakeholders.
Lead process improvements related, but not limited to, client correspondence, advisor and client feedback.
Demonstrate and maintain a strong fundamental knowledge of Ameriprise products, industry standard products, practices, and tools.
Maintain strong brokerage, legal, regulatory and compliance knowledge. Act as expert on CCC, Thomson ONE/BETA systems, tools, and capabilities.
Required Qualifications
Bachelors degree or equivalent
3-5 years relevant experience
FINRA Series 7
Excellent verbal and written communication skills
Ability to influence at all leadership levels and stakeholders to impacted processes, procedures, and policies
Ability to manage multiple priorities and deadlines
Strong professional presence and emotional competence
Preferred Qualifications
FINRA Series 24
Ability to create and execute with appropriate autonomy
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated annual salary for this role is $71,300 - $98,100. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Client Service
Line of Business
SERVD Service Delivery
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Salary : $71,300 - $98,100