JobMesh

Senior Margin Professional

Ameriprise Financial Services · Minneapolis, Minnesota, US

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...

Job description

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: In this role, you will: - Monitor client accounts for House Calls, Federal Calls & Day Trading Calls, reducing market risk and volatility. - Review accounts for FINRA violation & related issues which include Liquidation, 90 Day trade, & Free Riding. - Reduce outstanding, non-trade & trade related debt. - Effectively communicate & respond to advisors/clients. - Ensure comprehensive & seamless operations for all transaction request...