Ameriprise Financial Services, LLC logo
Contact Center Specialist
full-timeNoida

Summary

Location

Noida

Type

full-time

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About this role

The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Direct communication with clients and advisors to assist them with their queries, open issues and resolve high level problems over the phone in timely manner. Emphasis is on creating and delivering a unique client experience that defines and differentiate advisors’ practices. To provide brilliant customer service by responding to advisor and client inquires in fact pace, customer-focused environment.

Key Responsibilities
- First point of contact regarding service issues, troubleshooting, and enter complex service requests into appropriate systems for resolution 
- Educate clients and advisors on newly implement services, systems, or procedures for efficient self-service 
- Process complex service transactions, or resolve account service casework, which have been initiated by web-based or paper forms utilizing computer applications in a timely manner in order to meet/exceed Service goals 
- Interact directly with customers, inbound/outbound phone queue, to provide accurate and immediate solutions to transaction and service request. Utilize internal computer applications and enter all information in the appropriate system 
- Participate in Team meetings, huddles, and brainstorming sessions to discuss process updates, operational issues and identify process improvement opportunities 

Required Qualifications
- Graduate/ Post- Graduate in finance / commerce/ business management/ operations discipline
- Minimum 1-3 years of relevant work experience
- Strong written and spoken communication skills 
- Ability to explain complex policies or concepts in time bound manner
- Excellent customer service skills
- Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner

Preferred Qualifications
Up to 3 years of customer service experience
- Exposure to Financial services industry with knowledge of products and services in Securities & Brokerage Operations & Insurance sector

About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Timings

(8:00p-4:30a)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Client Service

Other facts

Tech stack
Customer Service,Communication Skills,Problem Solving,Service Issues,Financial Services,Account Management,Client Interaction,Team Collaboration,Process Improvement,Education,Service Transactions,Self-Service,Troubleshooting,Time Management,Complex Policies,Computer Applications

About Ameriprise Financial Services, LLC

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.

Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.

Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social

*Ameriprise Financial Q1 2024 Earnings Release.

Team size: 5,001-10,000 employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 1894

What you'll do

  • The Contact Center Specialist will serve as the first point of contact for clients and advisors, addressing service issues and processing complex service requests. The role emphasizes delivering exceptional customer service and educating clients on new services and procedures.

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Frequently Asked Questions

What does a Contact Center Specialist do at Ameriprise Financial Services, LLC?

As a Contact Center Specialist at Ameriprise Financial Services, LLC, you will: the Contact Center Specialist will serve as the first point of contact for clients and advisors, addressing service issues and processing complex service requests. The role emphasizes delivering exceptional customer service and educating clients on new services and procedures..

Why join Ameriprise Financial Services, LLC as a Contact Center Specialist?

Ameriprise Financial Services, LLC is a leading Financial Services company.

Is the Contact Center Specialist position at Ameriprise Financial Services, LLC remote?

The Contact Center Specialist position at Ameriprise Financial Services, LLC is based in Noida, India. Contact the company through Clera for specific work arrangement details.

How do I apply for the Contact Center Specialist position at Ameriprise Financial Services, LLC?

You can apply for the Contact Center Specialist position at Ameriprise Financial Services, LLC directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Ameriprise Financial Services, LLC on their website.