Serve as first point of contact for advisors, clients, and relationship partners for routine service issues, requests, policies, procedures, and account information, specific to Brokerage wires. Communicate directly with clients and advisors to research questions, open issue resolution cases, and resolve minor problems over the phone or notify appropriate service partners. Respond to basic inquiries with prompt, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment.
Key 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.
Required Qualifications
- 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 Qualifications
- Associate or Bachelor's Degree.
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
The estimated base salary for this role is $43,500 - 58,800/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full time
Non-Exempt
Business Support & Operations
CLEAR Clearing