Brokerage Service Professional II jobs in United States
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Ameriprise Financial Services, LLC · 12 hours ago

Brokerage Service Professional II

Ameriprise Financial Services, LLC is a financial services company seeking a Brokerage Service Professional II. This role serves as the first point of contact for advisors and clients, addressing service issues and requests related to brokerage accounts, particularly for wires.

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H1B Sponsor Likelynote

Responsibilities

Serve as the first point of contact for advisors needing service and operational support within a brokerage account for wires. This includes responding to service requests, troubleshooting issues, and researching complex issues that cannot be resolved immediately. Provide prompt, accurate solutions to transaction, service and/or operational questions in a fast-paced, client-focused team environment
Respond directly to account information or other requests initiated by advisors utilizing a variety of systems to provide information for advisors or other relationship partners, and works with appropriate internal business partners to resolve any outstanding questions. May process routine service transactions, or resolve account service casework, ensuring time and quality standards are met
Interact directly with advisors and other business partners to resolve questions and pending transactions
Educate advisors directly on newly-enacted services, systems or procedures to help facilitate efficient self-service as well as serve as a key resource for advisors on company or product policies and systems and troubleshoot simple usability issues

Qualification

Brokerage experienceCustomer service skillsProblem-solving abilityMulti-taskingCommunication skills

Required

High school degree or equivalent
1+ years of relevant experience including previous experience within brokerage industry
Excellent customer service skills that include the ability to explain complex policies or concepts in a straightforward, easy-to-understand manner
Ability to research and solve problems and ask the right questions to understand underlying issues and identify root cause
Strong written and spoken communication skills
Demonstrated ability managing multiple priorities in a fast-paced environment

Preferred

Associate or Bachelor's Degree

Benefits

Vacation time
Sick time
401(k)
Health, dental and life insurances

Company

Ameriprise Financial Services, LLC

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At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 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
2025 (105)
2024 (74)
2023 (62)
2022 (105)
2021 (82)
2020 (73)

Funding

Current Stage
Late Stage

Leadership Team

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Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
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Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
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Company data provided by crunchbase