Jobs with Ameriprise Financial
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Ameriprise Financial
Serve as point of contact for advisors, clients, and relationship partners for service issues, requests, policies, procedures, and account information. Interact directly with clients and advisors to r...
Nov 21, 2024
Las Vegas, NV
Ameriprise Financial
Our 10-week summer intern program provides real-life experience in a collaborative and inclusive environment. Over the course of your internship, you will gain exposure to leaders, cultivate your busi...
Nov 21, 2024
New York, NY
Ameriprise Financial
Our 10-week summer intern program provides real-life experience in a collaborative and inclusive environment. Over the course of your internship, you will gain exposure to leaders, cultivate your busi...
Nov 21, 2024
Minneapolis, MN
Ameriprise Financial
Associate Financial Advisor
Ameriprise Financial
Company Overview:Pennington Wealth Management, founded by Darrell Pennington in 1996, is a respected name in the wealth advising industry, recognized by Forbes, Barron's, and other notable financial p...
Nov 20, 2024
Houston, TX
Ameriprise Financial
Client Service Associate
Ameriprise Financial
Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to joi...
Nov 20, 2024
Bergen County, LA
Customer Service Professional - Life Events
Las Vegas, NV
Nov 21, 2024
Serve as point of contact for advisors, clients, and relationship partners for service issues, requests, policies, procedures, and account information. Interact directly with clients and advisors to research questions, issue resolution cases, and resolve problems over the phone or advise service partners. Respond to inquiries with timely, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment.

Key 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 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.


Required Qualifications

  • 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.


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 as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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 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 other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Client Service

Line of Business

SERVD Service DeliveryPDN-9d89e85a-4d8e-4eea-a52d-5b135a1bb66d
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Customer Service Professional - Life Events
Ameriprise Financial
Las Vegas, NV
Nov 21, 2024
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