With the right company, life can be brilliant. At Ameriprise, we’re not just in the business of managing our clients’ finances — we also help our advisors and employees reach their true potential, too. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also 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 strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.

Participate in a company sponsored training program to attain FINRA Series 7 license and Series 66 license. Receive business training to serve as the first point of contact for advisors, clients, and relationship partners regarding service issues, requests, policies, procedures, and account information. Communicate directly with clients and advisors to research questions, open issue resolution cases, and resolve minor problems over the phone. Educate clients and advisors on company systems, processes, and policies.

• Maintain an appropriate study schedule and discipline in preparation for the Series 7 and Series 66 licensing exams.
• Serves as first customer point of contact regarding routine service issues, assist in troubleshooting issues, and enter service requests into appropriate systems for resolution by appropriate service partners. Ensure that all pertinent information is gathered and accurately entered to ensure prompt resolution. Receives guidance from Coaches on a frequent basis to process these requests.
• Continue to develop understanding of systems and procedures to educate clients and advisors 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 complex 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). May 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.
• Interact directly with 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. Utilize appropriate internal computer applications and enter all information in the appropriate system for tracking and archival purposes.

• High School Degree or Equivalent.

• 0-3 years relevant experience required.

• 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.

• Willingness to focus on the licensing study expectations.

• Demonstrated skill troubleshooting and identifying root causes and resolving issues.

• Ability to pass a pre-employment background verification and U-4 FINRA verification

• Series 7 and 66 or ability to obtain within 90 days.

• Product-specific or financial services industry experience.

• Bachelor'sDegree.

With the right company, life can be brilliant

At Ameriprise, we’re not just in the business of managing our clients’ finances — we also help our advisors and employees reach their true potential, too.

Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also 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 strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.