About the role

  • Sr Onboarding EAR Specialist managing onboarding processes within Ameriprise Financial. Partnering with local operations leaders and mentoring teams in various states and regions.

Responsibilities

  • Virtually partner with local operations leaders to drive onboarding consistency
  • Serve as primary paperwork processor for EAR transitions
  • Consult & coach leaders on onboarding processes
  • Identify process improvements & trends
  • Mentor & coach others in team development
  • Maintain strong brokerage, legal, regulatory & compliance knowledge
  • Act as expert on Thomson ONE systems

Requirements

  • Bachelor's Degree or equivalent
  • 3+ Years of relevant experience
  • Strong project management skills
  • Excellent communication skills
  • Strong knowledge of all products and systems on the Ameriprise Brokerage Platform
  • Ability to manage multiple priorities and deadlines
  • Some travel may be required

Benefits

  • Health insurance
  • 401(k)
  • Paid time off (vacation time, sick time)
  • Bonuses
  • Commissions
  • Long-term incentives

Job title

Senior Onboarding EAR Specialist

Job type

Experience level

Senior

Salary

$58,000 - $80,000 per year

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job