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About Ameriprise
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You give more, you want more
You've worked hard and now you're looking for a career that's as rewarding as it is
challenging. Ameriprise Financial is a great place to find just that. With our corporate
headquarters in Minneapolis and offices nationwide, we're America's largest financial
planning company¹ yet we're also a supportive nationwide family of financial
professionals. We're proud to be ranked as one of the "Best Places to Launch a Career"
by BusinessWeek magazine.²
You provide the initiative; we provide the support to help you succeed. Thrive in our
diverse and inclusive environment with award-winning training,³ career development and
360° support guided by accessible leaders. If you're talented, driven, and ready to join a
team of professionals who work every day to help their clients plan for and achieve their
dreams, you're ready for a career at Ameriprise Financial.
Ameriprise Financial is an equal opportunity employer.
¹ Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.
² BusinessWeek magazine, September 4, 2008.
³ DALBAR Financial Intermediary Post-Sale Service Award 2007.
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Responsibilities
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Provides 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. Communicates directly with clients and advisors to research questions, open issue resolution cases, and resolve minor problems over the phone. Educates clients and advisors on the company's systems, processes, and policies. Responds to inquiries with prompt, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment.
- Serve as first customer point of contact regarding service issues regarding general securities products, 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 prompt resolution.
- 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 general securities-related 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.
- Interact directly with customers, predominately via a high-volume, in-bound phone queue, to provide accurate and immediate solutions to transaction and service requests utilizing appropriate internal computer applications, and enters all contact in the appropriate system for tracking and archival purposes. May process routine service transactions which have been initiated by web-based or paper forms utilizing computer applications in a timely manner in order to meet or exceed service goals and resolve account service casework initiated by clients, advisors, or other relationship partners utilizing various computer applications to research the issue and identify and correct the root cause to ensure effective and accurate service for clients and advisors and communicate resolution to appropriate parties.
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Qualifications
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- Excellent customer service skills that include the 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.
- Previous customer service experience strongly preferred; product-specific or financial services industry experience preferred.
- Demonstrated ability managing multiple priorities in a fast-paced environment.
JCODE:23917
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