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Beneficiary Customer Support

Ameriprise Financial

This is a Contract position in Minneapolis, MN posted May 27, 2019.

Job Description Help our clients when it matters most as a Beneficiary Customer Support professional.

As Beneficiary Customer Support professional, you will serve as first point of contact for advisors, clients, and account stakeholders during some of life?s major events including estate settlements, beneficiary changes, and other sensitive circumstances.

Our team has been ranked 1 in the industry for Customer Loyalty and we take pride in providing our clients with a personalized experience every step of the way.

If you thrive in an environment where you can help others and create a positive impact on a client?s overall experience, we invite you to take your career to the next level by applying to join our team today Responsibilities Serve as first point of contact for customers regarding routine service issues, assist in troubleshooting issues, and enter routine service requests into appropriate systems for resolution by appropriate service partners.

Ensure that all pertinent information is gathered and accurately entered to ensure prompt resolution.

Receives guidance from Coaches, on a frequent basis, to process these requests.

Continue to develop understanding of systems and procedures to educate clients and advisors directly on newly-enacted services 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.

Refer more complex issues to appropriate service partners.

Respond directly to information requests initiated by customers utilizing a variety of systems.

Provide information to clients, advisors, or other relationship partners, and work with appropriate internal partners to resolve any outstanding question(s).

May process routine service transactions, or resolve account service casework which have been initiated by web-based or paper forms utilizing computer applications in a timely manner in order to meet or exceed service goals.

Interact directly with customers, predominately via a high-volume, in-bound or out-bound phone queue, to provide accurate and immediate solutions to routine transaction and service requests.

Utilize appropriate internal computer applications, and enter all information in the appropriate system for tracking and archival purposes.

Required Qualifications High school degree or equivalent.

Excellent customer service skills that include the ability to explain policies or concepts in a straightforward, easy-to-understand manner.

Demonstrated ability managing multiple priorities in a fast-paced environment.

Demonstrated skill troubleshooting and identifying and resolving root cause issues.

Preferred Qualifications Previous customer service experience.

Financial services industry experience.