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Ameriprise Financial, Inc.

Senior Customer Professional II-L- Vestmark

Ameriprise Financial, Inc. - Minneapolis, MN

With the right company, life can be brilliant. At Ameriprise, we’re not just in the business of managing our clients’ finances — we also help our advisors and employees reach their true potential, too. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.

Independently serve as the first point of contact for advisors, relationship partners, regarding the Vestmark tool use. Focus on the system functionality, policies, procedures and work directly with Equity Trading desk one escalations. Communicate directly advisors to research questions, open issue resolution cases, and resolve higher level problems over the phone. Educate advisors on company systems, processes, and policies. Respond to inquiries with prompt, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment.

- Independently serve as first point of contact regarding inquiries Vestmark trading for Advisors and staff. Assist in troubleshooting issues, and resolving complex situations as it pertains to Vestmark. Ensure that all pertinent information is gathered and accurately entered to ensure prompt resolution.

- Act as liaison between Equity Trading desk and advisors and staff regarding Vestmark action needed situations.

- Educate advisors and staff directly on newly-enacted services, systems or procedures as they arise to facilitate efficient self-service. Serve as a key resource for advisors on company or product policies and systems, and troubleshoot more complex usability issues raised by users.

- Interact directly with advisors and staff predominately via a high-volume, in-bound and/or out-bound phone queue, to provide accurate and immediate solutions to transaction and service request. Utilize appropriate internal computer applications, and enter all information in the appropriate system for tracking and archival purposes.

- Train and educate peers on processes and procedures via e-mail, phone, and in-person regarding service policies and procedures, systems knowledge, and customer service skills. Identify process improvements and partner with appropriate resources to implement solutions.

-Provide the highest level of service to advisors and staff regarding the use of the Vestmark tool and ensure accurate and timely transaction processing.

- High school degree or equivalent.

- 1 years of relevant experience.

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

- Strong written and spoken communication skills.

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

- Demonstrated skill troubleshooting and identifying and resolving root cause issues.

- Series 7

- Series 63 or 66

- Previous customer service experience.

- Financial services industry experience.

- Vast experience of complex products.

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Ameriprise Financial, Inc.


Senior Customer Professional II-L- Vestmark Ameriprise Financial, Inc. - Minneapolis, MN, United States


Location: Minneapolis, MN

Company Profile:
Ameriprise Financial is a global financial leader. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never taken a bailout. Never lost our focus on our clients. That's who we are. During trying economic times our strength, integrity, our breadth of services and personal relationships have made us America’s leader in financial planning.