Contact Center Specialist @ Ameriprise Financial

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

- Securities Industry Essentials (SIE) & FINRA Series 6 is mandatory
- 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