Operations Coach
Core
Provide guidance, coaching, and indirect leadership to peers on operational processes, policies, and techniques related to transaction requests and inquiries from advisors, clients, and business partners.
Role type
Operations Coach
Builds
Operational processes and transaction handling for alternative investments
Domain
Financial services / Alternative Investments
Deliverable
client delivery
Required skills
research and issue resolution, policy explanation, peer mentoring, process auditing, transaction processing, frontline underwriting, problem-solving, accuracy under tight deadlines
Preferred skills
familiarity with alternative investments, financial services industry experience, knowledge of Ameriprise customer policies and procedures
Responsibilities
Research, resolve, and respond to advanced issues regarding sophisticated transaction and inquiry requests; Mentor peers on processes, procedures, and issue resolution; Complete day-to-day operations processing tasks such as auditing, processing transactions, and approving reissued and rewritten transactions; Participate in projects and initiatives as a subject matter expert
Seniority
Mid-level, hands-on IC