Support and enhance the advisor experience by providing immediate, specialized operations support, as it relates to Annuity Net and other tools APTC supports. Provide personal support to our business partners and advisors on complex annuity activities, consultation and issue resolution, and serve as a central point of contact for escalated advisor issues. Provide timely and accurate follow-through to advisors and field staff, while ensuring the appropriate closure on all outstanding activities, issues or concerns.
Key Responsibilities
- Serve as a central point of contact for escalated complex issues requiring tier 2 service support, including requests to expedite and requests for exceptions. Take ownership, provide resolution, and determine appropriate course of action, while ensuring the issues are being resolved timely, accurately, and within regulatory and business controls. Act as a subject matter expert to assist advisors, staff, and corporate business partners to resolve escalations and complex requests.
- Identify and raise awareness to trends and issues. Contribute to creating and enhancing documentation. Identify process improvements and submit Lean ideas.
- Develop, sustain, and maximize relationships with advisors, staff, and Service and Operations business partners.
Required Qualifications
- Education: High School or GED
- Experience: 3-5 years of relevant experience.
- Excellent customer service skills, including the ability to explain complex policies or concepts in a straightforward, easy to understand manner.
- Ability to research and solve problems and ask the right questions to understand underlying issues and identify root cause.
- Self starter with the ability to manage multiple priorities in a fast-paced environment.
- Strong written and spoken communication skills.
- Ability to collaborate with business partners across the organization.
Preferred Qualifications
- Previous experience within brokerage industry.
- Experience with 3rd Party Annuities
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Client Service
Line of Business
SERVD Service Delivery
What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.
We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Learn how you can build your career at Ameriprise Financial.
*Ameriprise Financial Q2 2020 Statistical Supplement
All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.
By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
