Job Details

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 RiverSourceInsurance 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 get to put people first and be in direct communication with clients and advisors on an in-bound phone queue regarding education about our policies and procedures, as well as providing account information, transactions, and coaching for self-service.

To prepare you for success, we'll provide paid training to obtain your SIE, Series 7 and Series 63 licensures along with continued coaching, so you'll feel confident serving our customers in this dynamic environment.

Behaviors of a successful Customer Service Professional:

- Ability to bring energy and enthusiasm blended with a natural passion for helping people.

- Adaptable and always finding ways to uphold customer-care standards by focusing on call quality, first-call resolution, and accuracy.

- Display strong communication skills built from a foundation of empathic, attentive listening and a genuine understanding of your caller's needs.

- Engage with our culture of continuous growth and development at the individual and organizational level.

We are thrilled to share details around our successes, history, and more. We're proud of our culture and will happily share why - let's connect!

Key Responsibilities

Serve as a first customer point of contact regarding service issues, assist in troubleshooting for issues, and enter sophisticated 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.

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 utilizing 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 utilizing appropriate internal computer applications and enters all contact in the appropriate system for tracking and archival purposes.

Required Qualifications

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 SIE, FINRA Series 7 and Series 63 registrations through our company-paid training.

Commitment to focus on the licensing study expectations.

Preferred Qualifications

Previous customer service experience.

Product-specific or financial services industry experience.

About Our Company

We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.

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 othe

Base Pay Salary

The estimated base salary for this role is $20-22/HR. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Client Service

Line of Business

SERVD Service Delivery

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.