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Ameriprise Financial Customer Service Professional in Charlotte, North Carolina


Job Description:

Do you have best in class customer service experience, enjoy helping others, problem resolution and are looking for career advancement in an award-winning contact center? Take the first step in launching your career at RiverSource in Annuities. Our role offers the ability to serve as a customer-facing agent for advisors, clients, and business partners as a Customer Service Professional!

Learn how to research and respond to questions regarding service inquiries, policies, procedures, and provide account information over the phone, in a thriving and inclusive environment, with a company that is committed to supporting your career development through training, mentoring and licensing support.



Job ID:


Full-Time / Part-Time:

Full time

About Our Company:

RiverSource Annuities and Insurance is a part of the Ameriprise family of brands that provides our clients access to solutions that create a road map for their future. At RiverSource we embrace an inclusive and collaborative culture that allows us to help others achieve their goals by providing compelling product solutions. This includes insurance to prepare for and be protected during the unexpected, as well as annuities that will provide support through every stage of retirement planning such as asset accumulation, generating income, and leaving a legacy to loved ones or charity. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with RiverSource.

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.

Preferred Qualifications:

  • Previous customer service experience.

  • Annuity or financial services industry experience.

Line of Business:


Posting Title:

Customer Service Professional


  • Serve as the first point of contact on routine service issues, assist in troubleshooting, and enter service requests into appropriate systems for resolution by service partners. Ensure that all pertinent information is collected and accurately entered for prompt resolution. Receive guidance and learn from Coaches on a frequent basis to process these requests.

  • Continue to learn and develop understanding of systems and procedures to educate clients and advisors on newly enacted services, as they arise, to facilitate efficient self-service.

  • Act as the key resource for customers on company or product policies and systems and troubleshoot simple navigation issues raised by customers. Refer more complicated issues to appropriate service partners.

  • Respond directly to information requests initiated by customers using a variety of systems. Provide information to clients, advisors, or other relationship partners, and work with appropriate internal partners to resolve any outstanding question(s). May process routine service transactions, or resolve account service casework using computer applications in a timely manner in order to meet or exceed service goals.

  • Interact directly with customers, predominately via an in-bound or out-bound phone queue, to provide accurate and immediate solutions to routine transaction and service requests. Use appropriate internal computer applications and enter all information in the appropriate system for tracking and archival purposes.

Recruiting Location:

Charlotte, North Carolina

Required Qualifications:

  • High school or GED

  • 0 to 1 years of relevant experience

  • Excellent customer service skills.

  • Ability to explain 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.

Job Family Group:

Client Service