Brokerage Service Professional II

Responsibilities

• Interact directly with advisors and other business partners to resolve questions and pending transactions.
• Educate advisors directly on newly-enacted services, systems or procedures to help facilitate efficient self-service as well as serve as a key resource for advisors on company or product policies and systems and troubleshoot simple usability issues.
• Required Qualifications
• High school degree or equivalent.
• 1+ years of relevant experience including previous experience within brokerage industry.
• Excellent customer service skills that include 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.
• Strong written and spoken communication skills.
• Demonstrated ability managing multiple priorities in a fast-paced environment.

Requirements

• Associate or Bachelor's Degree.
• Full-Time/Part-Time
• Full time
• Exempt/Non-Exempt
• Non-Exempt
• Job Family Group
• Business Support & Operations
• Line of Business
• CLEAR Clearing
• 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.

Additional Information

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 first point of contact for advisors, clients, and relationship partners for routine service issues, requests, policies, procedures, and account information, specific to wires. Communicate directly with clients and advisors to research questions, open issue resolution cases, and resolve minor problems over the phone or notify appropriate service partners. Respond to basic inquiries with prompt, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment.

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