Customer Professional II

Responsibilities

• Serve as a primary point of contact for advisors, clients, and relationship partners regarding service issues, requests, and account information.
• Resolve customer inquiries via high-volume inbound and outbound phone queues, providing timely and accurate solutions.
• Troubleshoot usability issues and escalate complex problems to appropriate service partners.
• Process routine service transactions and account-related casework using web-based or paper forms.
• Document all customer interactions within internal systems to ensure proper tracking and recordkeeping.
• Educate clients and advisors on company products, policies, and self-service systems.

Requirements

• High school diploma or GED.
• 0–1 years of relevant experience (post-secondary education and work experience may be interchanged).
• Strong written and verbal communication skills.
• Excellent customer service skills with the ability to explain complex concepts in simple terms.
• Proven ability to manage multiple priorities in a fast-paced environment.
• Strong troubleshooting skills, including identifying and resolving root causes.

Preferred Qualifications

• Prior experience in a customer service role.
• Experience within the financial services industry or with specific financial products.

About the Company

Ameriprise Financial is a diversified financial services leader with more than $1.5 trillion in assets under management, administration, and advisement. With a team of 22,000 people across 19 countries, we serve more than 3.5 million individual, small business, and institutional clients. We are a longstanding leader in financial planning, global asset management, and insurance.