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Service Operations Support Jobs in New York (NOW HIRING)

Job Functions * Provide administrative support to operations team to increase the overall ... Provides excellent customer service to clients, and maintains positive interaction with peers and ...

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Service Operations Support information

How does a Service Operations Support professional typically collaborate with other departments to resolve customer issues?

Service Operations Support professionals work closely with teams such as customer service, technical support, and field service representatives to address and resolve customer concerns efficiently. They often act as a liaison, ensuring accurate information flows between departments and that all parties are aligned on resolution steps. This collaboration may involve coordinating schedules, escalating issues to specialized teams, and tracking progress to ensure timely resolution. Effective communication and organizational skills are key to managing these cross-functional interactions and maintaining high customer satisfaction.

What are the key skills and qualifications needed to thrive as a Service Operations Support, and why are they important?

To thrive as a Service Operations Support professional, you need strong organizational skills, attention to detail, and a solid understanding of service management processes, often supported by a degree in business administration or a related field. Familiarity with IT service management (ITSM) tools like ServiceNow or Jira, as well as knowledge of ITIL frameworks or similar certifications, is typically required. Excellent communication, problem-solving abilities, and a customer-focused attitude are vital soft skills for this role. These competencies ensure smooth service delivery, rapid issue resolution, and high customer satisfaction within operational environments.

What is the difference between Service Operations Support vs Customer Service Representative?

AspectService Operations SupportCustomer Service Representative
Required CredentialsTypically technical certifications or industry-specific trainingCustomer service or communication skills, sometimes basic certifications
Work EnvironmentOffice or technical support centers, often with IT or technical teamsCall centers, retail, or service desks, interacting directly with customers
Employer & Industry UsageUsed in industries like telecommunications, IT, and utilitiesCommon across retail, hospitality, and service industries
Search & Comparison IntentUnderstanding technical support roles and responsibilitiesCustomer interaction and service skills comparison

Service Operations Support focuses on technical and operational aspects of service delivery, often requiring specialized certifications and working closely with technical teams. Customer Service Representatives primarily handle direct customer interactions, emphasizing communication skills. While both roles support customer satisfaction, Service Operations Support is more technical, whereas Customer Service Representatives focus on customer communication and issue resolution.

What are Service Operations Support roles?

Service Operations Support roles involve assisting with the efficient delivery of services within an organization. These professionals handle tasks such as coordinating service requests, managing schedules, tracking performance metrics, and supporting communication between customers and service teams. They play a critical role in ensuring that service processes run smoothly and that customer issues are resolved promptly. By streamlining operations and providing administrative support, Service Operations Support staff help improve overall service quality and customer satisfaction.
Infographic showing various Service Operations Support job openings in New York as of July 2026, with employment types broken down into 65% Full Time, 22% Part Time, 9% Temporary, and 4% Contract. Highlights an 91% In-person, and 9% Remote job distribution.

Client Service/Operations Support

Ameriprise Financial

Florham Park, NJ • On-site

$50K - $65K/yr

Full-time

Life, Retirement

Re-posted 23 days ago


Ameriprise rating

7.8

Company rating: 7.8 out of 10

Based on 127 frontline employees who took The Breakroom Quiz

94th of 150 rated financial services


Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.

Job Description

Position Description & Summary of Role:
Step into a purpose driven role on an elite team of high performers. Help conduct the smooth operations of a fast-paced - and friendly -financial planning team by assisting in daily business functions, delivering a remarkable client experience that inspires confidence, simplifies life, and reduces stress for clients and team members. Springbrook Wealth Advisors has a trusting environment that is focused on leadership and results.
This role works closely with both the operations and advice teams to research and resolve issues that affect clients, submit and track new business and help support other operations directly related to the success of the team such as compliant mail and funds processing, coordinating/tracking projects and managing business-as-usual tasks.

50%

Client Service/Business Management:

  • Prepare and ensure financial advisors' new business paperwork processes successfully, which may include preparing forms, obtaining appropriate signatures, and tracking new business

  • Maintain connection with clients on an on-going basis by making quarterly service calls

  • Communicate issues we have with service, technology, platinum partners, etc. with advisor and provide feedback to Home Office contacts to resolve if necessary

  • Follow-up with client and home office on related issues

  • Prepare cases for client visits

  • Track key client-related processes are completed by due date

50%

Administrative:

  • Assist and lead ad-hoc projects as needed or assigned by Leader and advisors

  • Process Mail and Funds compliantly

  • Greet clients upon arrival and extend hospitality to clients

  • Answer and field client phone calls and text messages

  • Schedule client appointments andmaintainthe team calendar

  • Process business applications through an internal electronic system

  • Make brief notes each day in CRM concerning client calls, follow up, and tasks.

  • Assist with various tasks throughout the day

  • Communicate issues to Leaders and provide feedback they can act upon

Key Traits of Success:

  • Strong organizational and computer skills

  • Attention to detail and organization

  • Effective communication with clients and other advisors/team members

  • Effective and efficient time management

  • Polite and clear phone manner

  • Ability to multi-task

  • Adaptive mindset

  • Positive attitude and sincere willingness to constantly learn and grow

  • Proficiency in Microsoft Word and Excel is required.

Benefits:

  • 401(k)

  • Group short-term/long-term disability insurance

  • Group life insurance

  • Flex savings

Base Pay Salary

The salary range will be $50,000 - $65,000/ year

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

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.


What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Ameriprise logo

About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

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