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Financial Services Representative
Location:
Charlotte, NC
Description:
Leverage your best in class customer service skills as first point of contact for our clients, advisors, and business partners in a fast-paced customer focused environment.Receive business training to serve as the first point of contact for advisors and their clients, relationship partners, or directly for clients, regarding service issues, requests, policies, procedures, account information, and self service issues. 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 the company's systems, processes, and policies. Additionally, we'll support your professional development through a company sponsored training program to attain FINRA SIE, FINRA Series 7 & Series 63 licenses. Key Responsibilities Actively engaged to excel in an online preparation for the FINRA SIE, Series 7 and Series 63 licensing exams. This includes having the discipline to maintain the appropriate study schedule and understand the course content. Interact directly with customers, predominately via a high-volume, in-bound phone queue, to provide accurate and timely resolution for money movement, trade, and service requests while utilizing appropriate internal computer applications to meet or exceed service goals. May enter trade or money movement requests on behalf of the customer. Serve as a resource for customers on company or product policies and systems and troubleshoot usability issues raised by customers as well as provide education to customers to facilitate efficient self-service. Effectively leverage available resources to aid in making good decisions for different courses of action, act with a clear sense of ownership, follow through on commitments, escalate to avoid missing a deadline, learn quickly when facing new situations to positively impact customer effort and overall service experience. Translate feedback into accountable results to improve processes, efficiency targets, and caller experience based on guidance from peers, coaches, and/or leaders. Respond directly to information requests initiated by customers utilizing a variety of systems. Provide information to clients or other relationship partners, and work with appropriate internal partners to resolve any outstanding question(s). Required Qualifications Education: High school or GED 0 to 1 years 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. Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner. Strong written and spoken communication skills. Demonstrated skill troubleshooting and identifying root causes and resolving issues. Demonstrated ability managing multiple priorities in a fast-paced environment. Willingness to obtain FINRA Series 7 and Series 63 registrations through our company-paid training. Ability to pass a pre-employment background verification and U-4 FINRA verification. Willingness to focus on the licensing study expectations. Preferred Qualifications Previous customer service experience Product-specific or financial services industry experience. Product-specific or financial services industry experience. About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.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/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Client Service Line of Business SERVD Service Delivery PDN-9c01a1e7-f2d1-4811-a649-28ef7abacd36
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More About this Listing: Financial Services Representative
Financial Services Representative is a Accounting & Finance Financial Service Representative Job at Ameriprise Financial located in Charlotte NC. Find other listings like Financial Services Representative by searching Oodle for Accounting & Finance Financial Service Representative Jobs.
Financial Services Representative is a Accounting & Finance Financial Service Representative Job at Ameriprise Financial located in Charlotte NC. Find other listings like Financial Services Representative by searching Oodle for Accounting & Finance Financial Service Representative Jobs.