Customer Coach-U

About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer.

Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and River Source Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description Provide guidance and indirect leadership to phone agents on policies, procedures, and customer service skills. Perform quality review functions for the team and serve as the primary communications leader. Work with internal business partners to support training functions and be responsible for continuous process improvement, subject matter expertise, managing escalations, and miscellaneous support, as directed by the team leader.

May require working occasional evenings and weekends.

Key Responsibilities Coach phone agent performance via e-mail, phone, and face to face interactions regarding policies and procedures, systems knowledge, and customer service skills. Serve as a mentor to provide agents with feedback to improve their overall performance. Be responsible for field questions/escalations with in-bound calls and facilitate call-backs, as needed.

Perform quality review functions for the team, including real time and recorded call monitoring sessions and end to end error checking, reporting, and validation through the appropriate channels. Share quality results with phone agents and leader. Spend time walking the floor assisting customer professionals.

Partner with training to develop and publish to new employees information regarding training functions, including new hire onboarding, training design and delivery, competency assurance, and ongoing mentor.

Participate in business-driven projects and initiatives.

Take a lead role in proactively reaching out to employees or relationship partners to educate them on systems and other processes. Serve as back-up resource to other customer service teams or team leader, as needed.

Required Qualifications

Education:

High school or GED.

Experience:

3-5 years of relevant experience.

Experience in a service call center or transaction processing.

Strong working knowledge of customer service processes, policies, techniques, and applicable regulations.

Strong written and spoken communication skills.

Proven ability to research and resolve complex, high-priority service issues in a timely manner.

Ability to influence behavior and performance of others without having direct leadership accountability.

Preferred Qualifications Product-specific or financial services industry experience.

Experience with Ameriprise customer policies and procedures.

Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).In-Office Collaboration We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders.

Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary The estimated base salary for this role is $50,800./year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our…