Job Description:

Leverage your first in class customer service skills as first point of contact for advisors, clients, and business partners as a Client Service Professional! With our leadership team supporting you, you'll learn how to research and respond to questions regarding service issues, policies, procedures, and account information over the phone.

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

* Maintain an appropriate study schedule and discipline in preparation for the FINRA SIE, Series 7 and Series 63 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.

Required Qualifications

* 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.

* FINRA Series 7 registration, or ability to obtain within 90 days of start date (may require SIE and S7 top-off exams).

* State securities agent registration, or ability to obtain within 90 days of start date (may require S63 or S66 exam).

Preferred Qualifications

• Previous customer service 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 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.

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 DeliveryPDN-9d43811a-47fd-49f0-8989-3be8df918f2a Apply Now