Ameriprise Financial Services, LLC · 1 day ago
Customer Service Specialist
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Responsibilities
Work with home office to ensure accurate account setup and resolve issues
Answer questions and provide readily available information to clients
Maintain files and records
Set up and maintain client management system
Conduct transaction requests as directed
Receive and administer communications to/from clients and prospects to schedule appointments or refer to advisor
Qualification
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Required
Proficiency in Phone Etiquette
Excellent Customer Service and Customer Experience abilities
Effective communication and interpersonal skills
Problem-solving skills and attention to detail
Prior experience in a customer service role
Ability to work collaboratively in a team environment
Preferred
2+ years of customer service experience preferred
Knowledge of financial services or related industry is a plus
Company
Ameriprise Financial Services, LLC
At Ameriprise Financial, we have helped our clients feel confident about their financial futures for more than 125 years.
H1B Sponsorship
Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (47)
2022 (100)
2021 (85)
2020 (74)
Funding
Current Stage
Public CompanyTotal Funding
$750M2023-03-09Post Ipo Debt· $750M
2005-10-03IPO· undefined
Leadership Team
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