Oct 22, 2024
Ameriprise Financial
Leverage your first in class customer service skills as first point of contact for advisors, clients, and business partners as a Client Service Professional! With our leadership team supporting you, you'll learn how to research and respond to questions regarding service issues, policies, procedures, and account information over the phone. Additionally, we'll support your professional development through a company sponsored training program to attain FINRA SIE, FINRA Series 7 & Series 63 licenses! Key Responsibilities * Maintain an appropriate study schedule and discipline in preparation for the FINRA SIE, Series 7 and Series 63 licensing exams. * Serves as first customer point of contact regarding routine service issues, assist in troubleshooting issues, and enter service requests into appropriate systems for resolution by appropriate service partners. Ensure that all pertinent information is gathered and accurately entered to ensure prompt...
Professional Diversity Network
Minneapolis, MN, USA
Full-Time