Participate in a company sponsored training program to attain Series 7 and Series 63 licensure. Receive business training to serve as the first point of contact for advisors and their clients, relationship partners, or directly for clients, regarding service issues, requests, policies, procedures, account information, and self-service issues. Communicate directly with clients and advisors to research questions, open issue resolution cases, and resolve minor problems over the phone. Educate clients and advisors on the company's systems, processes, and policies.
If you are not located close to a physical office, remote work is considered for qualified candidates.
Serve as a first customer point of contact regarding service issues, assist in troubleshooting for issues, and enter complex service requests into appropriate systems for resolution by appropriate service partners, ensuring that all pertinent information has been gathered and accurately entered to ensure timely resolution. Receive guidance from coaches on a frequent basis.
Educate clients and advisors directly on newly-enacted services, systems, or procedures as they arise to facilitate efficient self-service, as well as serve as a key resource for customers on company or product policies and systems and troubleshoot simple usability issues raised by customers.
Respond directly to account information or other requests initiated by customers utilizing a variety of systems to provide information for clients, advisors, or other relationship partners, and work with appropriate internal partners to resolve any outstanding questions. Process routine service transactions, or resolve account service casework, which have been initiated by web-based or paper forms using computer applications in a timely manner in order to meet or exceed service goals.
Interact directly with customers, predominately via a high-volume, in-bound phone queue, to provide accurate and immediate solutions to transaction and service requests using appropriate internal computer applications, and enters all contact in the appropriate system for tracking and archival purposes.
Education: High school or GED
0 to 1 years relevant experience required
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for
education and experience.
Excellent customer service skills.
Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner.
Strong written and spoken communication skills.
Demonstrated skill troubleshooting and identifying root causes and resolving issues.
Demonstrated ability managing multiple priorities in a fast-paced environment.
Willingness to obtain FINRA Series 7 and Series 63 registrations through our company-paid training.
Ability to pass a pre-employment background verification and U-4 FINRA verification.
Willingness to focus on the licensing study expectations.
For remote agents, access to high-speed internet with speeds sufficient to support the responsibilities of the role
Previous customer service experience
Product-specific or financial services industry experience.
About Our Company
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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.