Job Description
Note: The job is a remote job and is open to candidates in USA. Ameriprise Financial Services, LLC is a diversified financial services leader with a focus on financial planning and advice. The role involves serving as a point of contact for clients and advisors regarding service issues, troubleshooting, and providing timely solutions in a customer-focused environment. Responsibilities Serve as point of contact for customers regarding service issues, assist in troubleshooting issues, and enter service requests into systems for resolution by service partners Ensure all information is gathered and accurately entered to ensure prompt resolution. Receive guidance from coaches on a regular basis, to process requests Develop an understanding of systems and procedures to educate clients and advisors directly on services as they arise to facilitate efficient self-service Serve as a resource for customers on company or product policies and systems and troubleshoot usability issues raised by customers. Refer more sophisticated issues to appropriate service partners Respond directly to information requests initiated by customers using a variety of systems. Provide information to clients, advisors, or relationship partners, and work with internal partners to resolve any outstanding question(s) 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 Directly contact customers, predominately via a high-volume, in-bound or out-bound phone queue, to provide accurate and immediate solutions to routine transaction and service requests Use appropriate internal computer applications and enter all information in the appropriate system for tracking and archival purposes Skills Education: High school or GED 0 To 1 Year 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 policies or concepts in a straightforward, easy-to-understand manner Strong written and verbal communication skills Demonstrated ability managing multiple priorities in a fast-paced environment Demonstrated skill troubleshooting and identifying and resolving root cause issues 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 Benefits Vacation time Sick time 401(k) Health, dental and life insurances Company Overview At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. It was founded in 1990, and is headquartered in Vancouver, Washington, USA, with a workforce of 5001-10000 employees. Its website is