Customer Contact/Serv Professional
Provides the first point of contact for advisors, clients, or relationship partners regarding service issues, requests, policies, procedures, account information, and self-service issues on behalf of Columbia Threadneedle Investments. Responsibilities
- Communicates directly with clients and advisors to research questions, open issue resolution cases, and resolve minor problems over the phone. Educates clients and advisors on the company's systems, processes, and policies. Responds to inquiries with prompt, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment.
- Excellent customer service skills that include the ability to explain complex policies or concepts in a straight forward, easy-to-understand manner. Strong written and spoken communication skills. Demonstrated ability in managing multiple priorities in a fast paced environment.
About Our Company
- Previous customer service experience strongly preferred; product specific or financial services industry experience preferred.
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We're intentionally built to help our clients succeed, backed by a global team of 2,000 people including more than 450 investment professionals sharing global perspectives across all major asset classes and markets. At Columbia Threadneedle, you'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority. In addition to our competitive total rewards package, employees stay with us because of our culture and commitment to their development. And, backed by the strength of our parent company, Ameriprise Financial, we are committed to providing you with the tools, resources, recognition and rewards to help you shape the career you want.
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.