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Contact Center Specialist
Ameriprise Financial Services, LLC. Serve as the first point of contact for service issues and troubleshooting .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills and the ability to communicate complex policies clearly. Possesses relevant experience in financial services, particularly in Securities & Brokerage Operations and Insurance.
Highest-signal resume keywords
Customer Service ExperienceCommunication SkillsFinancial Services KnowledgeProblem-Solving SkillsProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Service Request ManagementTransaction ProcessingAccount Casework ResolutionComplex Policy ExplanationOperational Issue Identification
Soft Skills
Written CommunicationVerbal CommunicationTeam CollaborationClient EducationAdaptability
Tools & Technologies
Internal Computer ApplicationsWeb-Based Service Systems
Industry Keywords
Securities OperationsBrokerage OperationsInsurance SectorFinanceBusiness Management
About the role
Key responsibilities & impact- Serve as the first point of contact for service issues and troubleshooting
- Enter complex service requests into appropriate systems for resolution
- Educate clients and advisors on newly implemented services, systems, and procedures
- Process complex service transactions and resolve account service casework initiated through web-based or paper forms
- Interact directly with customers through inbound and outbound phone queues
- Provide accurate and immediate solutions to transaction and service requests
- Use internal computer applications and record information in the appropriate systems
- Participate in team meetings, huddles, and brainstorming sessions
- Discuss process updates and operational issues and identify process improvement opportunities
- Work with advisors and clients to address service issues, requests, policies, procedures, and account information
- Deliver a differentiated, customer-focused client experience
Requirements
What you’ll need- Graduate/Post-Graduate in finance, commerce, business management, or operations discipline
- Minimum 1–3 years of relevant work experience
- Strong written and spoken communication skills
- Ability to explain complex policies or concepts in a time-bound manner
- Excellent customer service skills
- Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner
- Willingness to work weekends
- Willingness to work rotational shifts and accept rotational days off
- Up to 3 years of customer service experience
- Exposure to the financial services industry, with knowledge of products and services in Securities & Brokerage Operations and the Insurance sector
Benefits
Comp & perks- Inclusive, collaborative culture
- Opportunities for career development and to make an impact in the community
- Hybrid work arrangement: work in the office at least three days per week, with flexibility to work from home two days per week
- Equal opportunity and inclusive, accessible recruitment process
- Reasonable accommodation support during recruitment and interviews