Client Financial Services Representative

Job description

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: Leverage your best in class customer service skills as first point of contact for our clients, advisors, and business partners in a fast-paced customer focused environment. Receive business training to serve as the first point of contact for advisors and their clients, relationship partners, or directly for clients, regarding service issues, requests, policies, procedures, account information, and self-service issues. Communicate...