Address
Form of work
SalaryResponsibilities:
- Work alongside Financial Advisors and help service clients and resolve client issues
- Serve as a point of contact for clients, providing exceptional customer service and resolving any issues or concerns
- Analyze client needs and recommend appropriate solutions
- Collaborate with our team and Ameriprise Home Office to ensure client satisfaction and successful implementation of projects
- Manage client relationships and maintain a high level of customer retention
- Utilize Salesforce or other CRM tools to track customer interactions and update customer information
- Communicate effectively with clients and Home Office through various channels, including phone, email, and chat
Experience:
- Minimum of 2 years of experience in a customer service role
- Strong knowledge of customer service principles and practices
- Familiarity with Salesforce or other CRM systems
- Proven ability to analyze market trends and identify opportunities for growth
- Excellent communication skills, both written and verbal
- Ability to multitask and prioritize tasks effectively
We offer competitive compensation and benefits packages. Join our team of dedicated professionals and make a difference in the lives of our clients.
Job Type: Full-time
Pay: $55,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
- Work from home
Compensation package:
- Bonus opportunities
Schedule:
- Monday to Friday
Ability to Relocate:
- Danvers, MA 01923: Relocate before starting work (Required)
Work Location: Hybrid remote in Danvers, MA 01923
