Ameriprise Financial

Ameriprise Financial Orlando, FL, USA
Sep 19, 2021
Full time
Job Description Do you have leadership experience and want to advance your career with an industry-leading firm? If so, we want you to join our team as an Operations Leader in Orlando! Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As an Operations Leader, you will be responsible for all operational processes that support business objectives and assist advisors in serving their clients. Leverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you effectively develop to reach your full potential! At Ameriprise Financial, we take pride in providing our clients with a...
Ameriprise Financial Minneapolis, MN, USA
Sep 09, 2021
Full time
Job Description Serve as first point of contact for advisors, clients, and relationship partners for service issues, requests, policies, procedures, and account information. Communicate directly with clients and advisors to research questions, open issue resolution cases, and resolve problems over the phone or advise appropriate service partners. Respond to inquiries with timely, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment. Responsibilities Serves as specialist regarding routine service issues, assist in troubleshooting issues, and enter service requests into systems for resolution. Ensure that all pertinent information is captured and accurately entered to ensure prompt resolution. Receives guidance from Coaches to process these requests. Continue to develop understanding of systems and procedures to educate on newly enacted services, as they arise, to facilitate efficient self-service. Serve as a key resource for...