Customer Professional II-U

Job Overview

Serve as point of contact for advisors, clients, and relationship partners for service issues, requests, policies, procedures, and account information. Interact directly with clients and advisors to research questions, resolve issue cases, and provide timely, accurate solutions over the phone or through other communication channels. This role requires handling a high-volume inbound call queue and use of internal systems to document and track service requests.

New Hire Training Class starts August 17th, 2026.

• Serve as the primary point of contact for customers regarding service issues, assist in troubleshooting, and enter service requests into systems for resolution by service partners.
• Gather accurate information and enter it into the system to ensure prompt resolution.
• Receive guidance from coaches on a regular basis to process requests efficiently.
• Develop an understanding of systems and procedures and educate clients and advisors on services to facilitate efficient self‑service.
• Act as a resource for customers on company or product policies, systems, and troubleshoot usability issues raised by customers.
• Refer more sophisticated issues to appropriate service partners.
• Respond directly to information requests initiated by customers using a variety of systems.
• Provide information to clients, advisors, or relationship partners, and collaborate with internal partners to resolve any outstanding questions.
• Process routine service transactions or resolve account service casework that have been initiated by web‑based or paper forms using computer applications.
• Service customers primarily via a high‑volume inbound phone queue to provide accurate and immediate solutions to routine transaction and service request.
• Use appropriate internal computer applications and enter all information in the appropriate system for tracking and archival purposes.

• High school diploma or GED.
• 0–1 year of relevant customer service experience.
• Post‑secondary education can be combined with work experience to meet the minimum required qualifications.
• Excellent customer service skills.
• Ability to explain policies or concepts in a straightforward, easy‑to‑understand manner.
• Strong written and verbal communication skills.
• Demonstrated ability to manage multiple priorities in a fast‑paced environment.
• Demonstrated skill troubleshooting and identifying and resolving root cause issues.

• Previous customer service experience.

• Work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Specific in‑office expectations may vary by role and will be discussed during the hiring process.

• Applicants must have a valid work authorization that does not require current or future visa sponsorship in the United States (e.g., H‑1B, F‑1 CPT, F‑1 OPT, TN).

• Estimated hourly rate: $20.25 per hour.

• Full‑time.
• Non‑exempt.

• Service Delivery (SERVD).

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status, or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.

If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.