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Ameriprise Financial is seeking an adaptable multitasker who is skilled in customer service! This is an excellent opportunity for you to demonstrate your professional, dynamic, and customer-focused skills. You will provide operation support to Registered Representatives and clients by working with various resources to ensure transactions are executed timely and accurately. You will also provide administrative assistance by accessing and maintaining several database systems, and coordinating follow-up activities related to trading desk transactions.Excellent organizational skills are required for this position. If you're interested in joining an industry leading firm where you can provide a high level of customer service, apply today!
Monitor and process requests from email, problem solving/resolution, monitoring status manager via electronic management system, set-up Secure Site access, heavy phone and email communication, inbound client and advisor follow up and serve as key contact providing excellent customer service to Advisors and clients.
Train (new and existing) Advisors and Sales Assistants on how to navigate multiple systems.
Generate Portfolio Manager reports and provide statements in preparation for advisor/client meeting, generate GDC and/or Performance Report for advisor review, cashiering: distributions/ withdraws, contributions/deposits, and ACH setup/fed funds.
1-3 years of relevant experience in high volume customer contact, call service center.
High school Diploma or GED
Experience problem solving and resolving escalated issues.
Experience in a high-stress, deadline driven atmosphere.
Must be able to work independently with minimum supervision.
Excellent time management skills.
Ability to meet deadlines.
Strong customer service skills.
Exceptional phone skills.
Extreme attention to detail.
Computer and analytical skills.
3-5 years of relevant experience in high volume customer contact, call service center.
Extremely proficient with Microsoft Excel and Microsoft applications.
Ability to problem solve quickly in a fast-paced environment.