
Client Experience Representative
3 days ago
About Contact Center Specialists
We are seeking skilled professionals to join our team in a customer-centric role. As a Contact Center Specialist, you will be responsible for delivering exceptional service to clients and advisors regarding service issues, requests, policies, procedures, and information on accounts.
You will work closely with advisors and clients to assist them with their queries, resolve open issues, and provide high-level problem-solving over the phone in a timely manner. Your emphasis will be on creating and delivering a unique client experience that defines and differentiates advisors' practices.
Your key responsibilities will include being the first point of contact regarding service issues, troubleshooting, and entering complex service requests into appropriate systems for resolution.
You will also educate clients and advisors on newly implemented services, systems, or procedures for efficient self-service, process complex service transactions, or resolve account service casework, which have been initiated by web-based or paper forms utilizing computer applications in a timely manner to meet or exceed Service goals.
In addition, you will interact directly with customers through inbound and outbound phone queues to provide accurate and immediate solutions to transaction and service requests.
You will utilize internal computer applications and enter all information in the appropriate system. You will also participate in team meetings, huddles, and brainstorming sessions to discuss process updates, operational issues, and identify process improvement opportunities.
- Provide excellent customer service skills
- Explain complex policies or concepts in a straightforward, easy-to-understand manner
- Utilize internal computer applications and enter all information in the appropriate system
Key Qualifications and Skills
- Graduate or Post-Graduate degree in finance, commerce, business management, or operations discipline
- Minimum 1-3 years of relevant work experience
- Strong written and spoken communication skills
- Ability to explain complex policies or concepts in a time-bound manner
About Our Company Values
Ameriprise India LLP has been providing client-based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S.-based financial planning company headquartered in Minneapolis with a global presence. The firm's focus areas include Asset Management and Advice, Retirement Planning, and Insurance Protection.
We value collaboration and innovation in our workplace and encourage employees to make a positive impact in their community.
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