Job Information
Ameriprise Financial Sr Customer Professional II-U in Minneapolis, Minnesota
"Independently serve as the SME for advisors, relationship partners, or clients regarding service issues, requests, policies, procedures, and account information. Communicate directly with clients and advisors to research questions, open issue resolution cases, and resolve higher level problems over the phone. Educate clients and advisors on company systems, processes, and policies. Respond to inquiries with prompt, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment.Key ResponsibilitiesServe as first customer point of contact regarding service issues, assist in troubleshooting issues, and enter complex service requests into appropriate systems for resolution by appropriate service partners. Ensure that all pertinent information is gathered and accurately entered to ensure prompt resolution.Educate advisors and internal partners on newly-enacted services, systems or procedures as they arise to facilitate efficient self-service. Serve as a key resource for customers on company or product policies and systems, and troubleshoot more complex usability issues raised by customers.