Service & Operations Process Trainee
Ameriprise FinancialMatch Score
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Protocol Intelligence
Data-driven signals on your job's competitivenessMedium competition due to reputable financial brand and broad junior operations scope.
Medium—operational skills transfer across industries, but brokerage/financial domain experience is preferred.
Moderate filtering—preferred 1–2 years experience and basic operations skill requirements.
Job Description
Structured overview of role & requirementsAbout This Role
Handle and accurately process service request cases related to advisors and client accounts as per defined timelines and procedures.
Communicate with advisors and business partners to resolve queries, follow up on missing information, and ensure completion of service requests.
Participate in training and team meetings to improve skills, discuss process updates, and identify operational improvements.
Minimum Requirements
Work Experience Required: 1-2 years in brokerage or financial services preferred; not mandatory.
Strong communication, interpersonal, organizational, and time-management skills required.
Proficiency with MS Office applications (Word, PowerPoint, Excel) and comfortable with computer usage.
Work Location: Minimum three days per week in-office attendance required; some work-from-home flexibility available.
Ideal Candidate Profile
Familiarity or experience with brokerage or financial services domain to effectively understand and process service requests.
Capable of managing multiple service requests efficiently with attention to accuracy and deadlines.
Comfortable collaborating across time zones and working in a structured, process-driven environment.