Ameriprise Financial Services, LLC is a financial services company focused on personalized financial planning, investment guidance, and insurance solutions. Its advisors work directly with clients to understand their goals and develop tailored strategies, supported by research from the company’s Investment Research Group and ongoing analysis of markets and the economy. Ameriprise also provides digital access to client accounts and financial documents, with an emphasis on online security and privacy.
Contact Center Specialist – Ameriprise Financial, Noida (Hybrid)
Support clients and financial advisors by resolving account, transaction, and service issues for Ameriprise Financial’s India operations. The role combines phone-based customer support, service request processing, and clear guidance on policies and procedures.
Description
- Act as the initial contact for service problems and troubleshooting
- Log complex service requests in the correct systems for follow-up
- Help clients and advisors understand new services, systems, and procedures to encourage effective self-service
- Handle complex transactions and account service cases submitted online or by paper form
- Assist customers through inbound and outbound telephone queues
- Resolve transaction and service requests accurately and promptly
- Operate internal applications and record information in the appropriate systems
- Take part in team meetings, huddles, and brainstorming discussions
- Review process and operational updates while identifying opportunities to improve workflows
- Assist advisors and clients with service issues, requests, policies, procedures, and account details
- Provide a customer-focused experience and resolve escalated phone-based issues within a timely manner
Requirements
- Degree or postgraduate qualification in finance, commerce, business management, operations, or a related discipline
- One to three years of relevant professional experience
- Strong written and verbal communication abilities
- Ability to explain complex policies and concepts clearly within time constraints
- Demonstrated customer service skills
- Ability to communicate complex information in a simple, accessible way
- Up to three years of customer service experience
- Familiarity with the financial services industry
- Knowledge of securities and brokerage operations products and services, as well as the insurance sector
Benefits
- Inclusive and collaborative workplace culture
- Career advancement and professional development opportunities
- Opportunities to contribute to the community
- Hybrid schedule requiring at least three office days per week and allowing up to two work-from-home days
- Equal opportunity employment
- Reasonable recruitment and interview accommodations for people with disabilities