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For your reference, we have included the original job posting below.
Customer Contact Professional - Series 6 (Annuities)
Job Number:
41584714
Company Name:
Confidential Company
Job Location:
Minneapolis, MN Us
Job Category:
Accounting & Finance
Salary:
Doe
Customer Contact Professional - Series 6 (Annuities)
Job Description Available Openings: 8 Job Title: Customer Contact Professional - Series 6 (Annuities) Job ID: 83908
Location: Minneapolis, MN
Business Unit: Service Delivery Full/Part Time: Full-Time Eligible for Relocation: N Regular/Temporary: Regular Travel Percentage: None License:
About Ameriprise
Focused on people, not just our bottom line.
Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office - and a difference in your community. So if you're talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.
Responsibilities - 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 basic investments 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 basic investments-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 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.
Required Qualifications - 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. - Demonstrated ability managing multiple priorities in a fast-paced environment. - Series 7 or Series 6 and 63.
Preferred Qualifications - Previous customer service experience strongly preferred; product-specific or financial services industry experience preferred.
Disclosure
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. Ameriprise Financial Services, Inc. is an Equal Opportunity Employer.
- 2011 Ameriprise Financial, Inc. All rights reserved.
