Customer Coach-U

Ameriprise Financial Services, LLC; Minneapolis (MN); Presencial; USD 51.000 - 76.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental and life insurance

401(k) plan

Paid time off

Descripción de la vacante

Ameriprise Financial Services, LLC seeks a customer service professional to provide guidance and indirect leadership to phone agents on policies, procedures, and customer service skills. You will lead quality reviews and support training functions while handling escalations and process improvements.

In this role, you’ll mentor agents, manage inquiries, and collaborate with partner teams to implement onboarding and ongoing training. Some evenings or weekends may be required to meet business needs.

Formación

• High school diploma or GED required.
• 3-5 years of relevant experience.
• Experience in a service call center or transaction processing.
• Strong working knowledge of customer service processes, policies, techniques, and applicable regulations.
• Strong written and spoken communication skills.
• Proven ability to research and resolve complex, high-priority service issues in a timely manner.
• Ability to influence behavior and performance of others without having direct leadership accountability.

Responsabilidades

• Coach phone agent performance via e-mail, phone, and face to face interactions regarding policies and procedures, systems knowledge, and customer service skills.
• Perform quality review functions for the team, including real time and recorded call monitoring sessions and end to end error checking, reporting, and validation through the appropriate channels.
• Share quality results with phone agents and leader; spend time walking the floor assisting customer professionals.
• Partner with training to develop and publish to new employees information regarding onboarding, training design and delivery, competency assurance, and ongoing mentor.
• Participate in business driven projects and initiatives.
• Take a lead role in proactively reaching out to employees or relationship partners to educate them on systems and other processes.

Conocimientos

Communication skills

Customer service

Call center experience

Research & problem solving

Policy & procedure knowledge

Educación

High school diploma or GED

Descripción del empleo

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.

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

Provide guidance and indirect leadership to phone agents on policies, procedures, and customer service skills. Perform quality review functions for the team and serve as the primary communications leader. Work with internal business partners to support training functions and be responsible for continuous process improvement, subject matter expertise, managing escalations, and miscellaneous support, as directed by the team leader.

• May require working occasional evenings and weekends.

Key Responsibilities

Coach phone agent performance via e-mail, phone, and face to face interactions regarding policies and procedures, systems knowledge, and customer service skills. Serve as a mentor to provide agents with feedback to improve their overall performance. Be responsible for field questions/escalations with in-bound calls and facilitate call-backs, as needed.

Perform quality review functions for the team, including real time and recorded call monitoring sessions and end to end error checking, reporting, and validation through the appropriate channels. Share quality results with phone agents and leader. Spend time walking the floor assisting customer professionals.

Partner with training to develop and publish to new employees information regarding training functions, including new hire onboarding, training design and delivery, competency assurance, and ongoing mentor.

Participate in business driven projects and initiatives.

Take a lead role in proactively reaching out to employees or relationship partners to educate them on systems and other processes. Serve as back‑up resource to other customer service teams or team leader, as needed.

Required Qualifications

Education: High school or GED.

Experience: 3-5 years of relevant experience.

Experience in a service call center or transaction processing.

Strong working knowledge of customer service processes, policies, techniques, and applicable regulations.

Strong written and spoken communication skills.

Proven ability to research and resolve complex, high-priority service issues in a timely manner.

Ability to influence behavior and performance of others without having direct leadership accountability.

Preferred Qualifications

Product-specific or financial services industry experience.

Experience with Ameriprise customer policies and procedures.

Strong understanding of Life Events processes and procedure.

Base Pay Salary

The base salary is $50,800-76,300 and maybe varyvary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Client Service

Line of Business

SERVD Service Delivery

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

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.