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 RiverSource 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

Serve as a first point of contact regarding issues with web-based tools. Educate clients and advisors directly on newly-enacted web-based tools, systems, and procedures as they arise to facilitate efficient self-service predominately via a high-volume, in-bound phone queue. Identify, troubleshoot, and resolve a wide range of technical web-based issues and effectively manage their case load. Remote work is available for qualified candidates.

If you are not located close to a physical office, remote work is considered for qualified candidates.

Key Responsibilities

• Provide support for web-based tools via a high-volume, in-bound phone queue. Provide problem management, including responding to, diagnosing, and resolving web-based tool problems/issues utilizing appropriate internal computer applications. Ensure all pertinent information has been gathered for tracking and archival purposes. Accurately enter all client/advisor data and feedback to ensure quick resolution. 
• Educate clients and advisors directly on newly-enacted web-based tools, systems and 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 simple usability issues raised by customers. Manage internal web-based tool(s) change(s) that could impact volume of in-bound calls. 
  Identify, troubleshoot, and resolve a wide range of technical web-based issues. Escalate more complex technology problems and act as a liaison between clients and technical escalation teams to coordinate resolution of the issue(s).
• Develop a working knowledge of all systems, processes, and data relating to web-based support tools. Develop expertise within the scope of work, including all web-based tools, processes, and best practices. Continually improve knowledge base via on the job learning and best practices from prior projects, training, and peer learning. Develop and maintain expertise in applicable technologies and identify and pursue areas for development and training that will enhance job performance. 
• Effectively manage a high-volume case load and communicate the status of technology web-based issue(s) resolution and recovery to the initiating advisor or client.

Required Qualifications

• Education: High school or GED
• 0 to 1 year relevant experience required
• Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
• Excellent customer service skills.
• Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner.
• Strong written and spoken communication skills.  
• Demonstrated skill troubleshooting and identifying root causes and resolving issues. 
• Demonstrated ability managing multiple priorities in a fast-paced environment.
• For remote agents, access to high speed internet with speeds sufficient to support the responsibilities of the role

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 $41,500 - $57,100 / 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 roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full timeNon-ExemptClient ServiceSERVD Service Delivery

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.