Financial Services Representative at Ameriprise Financial in Charlotte, North Carolina

Job Description:

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.

Knowledge of Annuity products, processes, policies and procedures will be gained through 4 - 5 months of training. Training will incorporate multiple learning styles, including facilitator lead training, online modules, and self-study sessions to name a few.

Key Responsibilities

• 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.


• Ability to explain policies or concepts in a straightforward, easy-to-understand manner.


• Strong written and verbal communication skills.


• Demonstrated ability managing multiple priorities in a fast-paced environment.


• Demonstrated skill troubleshooting and identifying and resolving root cause issues.

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

RSA AnnuitiesPDN-9ea79021-6d02-4d47-b237-12be8a7f9d90 Apply Now