Senior Service Operations Specialist

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

Support the Non-Qualified Brokerage tax reporting team

Key Responsibilities

Support team and enterprise projects that impact Information Reporting and Withholding for reportable brokerage accounts as well as regulatory changes.

Perform withholding reconciliation for all brokerage accounts, including retirement, domestic, and foreign clients, at the federal and state levels.

Perform critical and complex year-end tasks, including validation and reconciliation activities, to ensure complete and accurate tax reporting.

Required Qualifications

Education: Associate degree or equivalent.

Experience: 3-5 years of experience in a Cost Basis/Tax Reporting role.

Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.

Prior experience working on a customer service team, including a strong working knowledge of customer service processes, policies, techniques, and applicable regulations.

Prior experience coaching or providing indirect leadership to others.

Strong organizational and communication skills, including the ability to explain complex issues in a clear and understandable manner.

Strong knowledge of business operations and processes in more than two areas.

Good analytical, quantitative and problem-solving skills.

Strong attention to detail, with the ability to work under tight timeframes and deadlines, while maintaining a high degree of accuracy

Excellent Microsoft Excel skills with experience in reconciliation and validation tasks.

Preferred Qualifications

Experience supporting team and enterprise-level project implementation.

Product-specific or financial services industry experience.

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.

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).

Base Pay Salary

The estimated base salary for this role is $66,700-$91,700/year. 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

CLEAR Clearing

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.