Ameriprise Financial Services, LLC este o companie de servicii financiare axată pe planificare financiară personalizată, îndrumare pentru investiții și soluții de asigurare. Consultanții săi lucrează direct cu clienții pentru a le înțelege obiectivele și pentru a dezvolta strategii adaptate nevoilor acestora, beneficiind de cercetările Grupului de Cercetare a Investițiilor al companiei și de analiza continuă a piețelor și a economiei. Ameriprise oferă, de asemenea, acces digital la conturile și documentele financiare ale clienților, punând accent pe securitatea și confidențialitatea online.
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.
Descriere
- 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
Cerințe
- 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
Beneficii
- 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