Financial Planning Support Specialist

Independently process, reconcile and/or balance the assigned product according to department policy and procedures. Ensure comprehensive and seamless operations for all transaction requests with minimal direction. Work with both internal and external business partners to research and resolve issues in an accurate and timely manner. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.

Key Responsibilities

• Independently process, reconcile and/or balance for the assigned product in an accurate, timely and compliant manner. 

• Collaborate with appropriate internal and external business partners to research and resolve issues, troubleshoot and provide seamless service.

• Identify process improvements and partner with appropriate resources to implement solutions.

• Utilize various computer applications to provide operational processing information and take action as appropriate.  

• Participate in various team or department project requests, as assigned. 

Required Qualifications

• Education: High school diploma or GED.

• Experience: 1–3 years of relevant experience.

  Note: Post-secondary education and relevant work experience may be combined to meet the minimum qualifications.

• Background in operations, processing, or customer service.

• Strong problem-solving skills and ability to research and resolve issues.

• Proven ability to manage multiple priorities in a fast-paced, results-driven environment.

• Understanding of company and industry regulatory requirements.

• Excellent written and verbal communication skills.

• High attention to detail and ability to meet accuracy standards in high-volume processing.

Preferred Qualifications

• Ability to understand and communicate complex issues clearly.

• Experience with specific products or within the financial services industry.

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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.

Base Pay Salary

The estimated annual salary for this role is $43,500 - $58,800. 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.

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

Business Support & Operations

Line of Business  

SERVD Service Delivery