Note: The job is a remote job and is open to candidates in USA. Ameriprise Financial Services, LLC is a diversified financial services leader with a strong focus on client service and financial planning. The Customer Professional II role involves serving as the first point of contact for clients and advisors for routine service issues, providing timely solutions, and facilitating efficient self-service education on company policies and procedures.
Responsibilities
- Serve as first point of contact for customers regarding routine service issues, assist in troubleshooting issues, and enter routine service requests into appropriate systems for resolution by appropriate service partners
- Make sure all pertinent information is captured and accurately entered to ensure timely resolution
- Receive mentorship from coaches on a frequent basis
- Develop an understanding of systems and procedures to educate clients and advisors directly on newly-enacted services as they arise to facilitate efficient self-service
- Serve as a key resource for customers on company or product policies and systems and troubleshoot simple usability issues raised by customers
- Refer more sophisticated issues to appropriate service partners
- Respond directly to information requests initiated by customers utilizing a variety of systems
- Provide information to clients, advisors, or other relationship partners, and work with appropriate 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 utilizing computer applications in a timely manner in order to meet or exceed service goals
Skills
- High school diploma or GED
- 0 to 1 years proven experience
- Excellent customer service skills
- Ability to explain policies or concepts in a straightforward, easy-to-understand manner
- Strong written and spoken communication skills
- Demonstrated ability managing multiple priorities in a fast-paced environment
- Demonstrated skill troubleshooting and identifying and resolving root cause issues
- Use of a personal Internet line that meets the minimum Internet speeds of 15+ Mbps download; 5+ Mbps upload
- Active Series 6
- Previous customer service experience
- Insurance or financial services industry experience
Benefits
- Vacation time
- Sick time
- 401(k)
- Health, dental and life insurances
Company Overview
- At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. It was founded in 1990, and is headquartered in Vancouver, Washington, USA, with a workforce of 5001-10000 employees. Its website is https://www.kpsinc.net.
Company H1B Sponsorship
- Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships, with 20 in 2026, 105 in 2025, 74 in 2024, 62 in 2023, 105 in 2022, 82 in 2021, 73 in 2020. Please note that this does not guarantee sponsorship for this specific role.