Be an early applicantLess than 25 applicants

Company

Ameriprise Financial Services, LLC · 1 day ago

Customer Service Professional

Charlotte, NC

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Maximize your interview chances

FinanceFinancial Services

H1B Sponsor Likely

Insider Connection @Ameriprise Financial Services, LLC

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

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.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Customer service skillsManaging multiple prioritiesFinancial services experiencePolicy explanationRoot cause identification

Required

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

Previous customer service experience.

Product-specific or financial services industry experience.

Company

Ameriprise Financial Services, LLC

Glassdoor

3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1894

Minneapolis, Minnesota, USA

5001-10000 employees

https://www.ameriprise.com/

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)