Customer Professional - Alternative Investments - Remote Available

Ameriprise Financial, Inc.
Minneapolis, USA
Oct 02, 2022
Oct 07, 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Serve as point of contact for advisors, clients, and relationship partners for service issues, requests, policies, procedures, and account information. Interact directly with clients and advisors to research questions, issue resolution cases, and resolve problems over the phone or advise service partners. Respond to inquiries with timely, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment.

If you are not located close to a physical office, remote work is considered for qualified candidates.


  • 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.

Required Qualifications

  • 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 that include the ability to explain policies or concepts in a straightforward, easy-to-understand manner.
  • Strong written and spoken communication skills.
  • Proven ability handling multiple priorities in a fast-paced environment.
  • Proven skill troubleshooting and identifying and resolving root cause issues.
  • For remote agents, access to high speed internet with speeds sufficient to support the responsibilities of the role

Preferred Qualifications

  • Previous customer service experience.
  • Product-specific or financial services industry experience.

About Our Company

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

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.
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