2 jobs found in Minneapolis, MN

Ameriprise Financial The Banking & Lending Specialist serves as a clientfacing banking and lending product expert, working directly with clients and in close partnership with Ameriprise Financial Advisors to support clientspecific banking and lending needs. This role delivers a hightouch, whiteglove client experience by educating clients on bank deposit and lending solutions, supporting account opening and servicing activities, and reinforcing the trusted Advisor/client relationship. The Specialist operates under the strategic direction of the Banking & Lending Director and focuses on execution, client engagement, and product education with a focus on growth. Key Responsibilities Work directly with clients, in partnership with Ameriprise Financial Advisors, to support banking and lending needs aligned with advisor financial planning strategies Deliver highquality, whiteglove service through timely responses, clear communication, and personalized client support...

Ameriprise Financial Join a dynamic, high performing back office operations team responsible for ensuring the accuracy, integrity, and timely correction of trading activity across all product types. In this role, you'll directly impact client accounts, advisor support, risk mitigation, and overall trade quality. You will process trade corrections driven by business needs and sourced from multiple inputs across the firm. Responsibilities include analyzing and correcting entries for a wide range of products-such as mutual funds, securities, cash, bonds, and managed accounts-using various internal processing systems. You will be a partner with internal and external business partners to research and resolve issues promptly and accurately, ensuring all transactions adhere to industry regulations and internal compliance standards. Key Responsibilities Resolve trade correction cases accurately and within organizational SLAs, analyzing account activity to identify errors and...