Job Overview ForFutures Financial, a trusted financial advisory practice of Ameriprise Financial Services LLC, is seeking a dedicated In-Office Customer Service Representative to join our team in Oregon. In this essential role, you will be the first point of contact for our clients, delivering outstanding service while supporting our mission to help individuals and families achieve their financial goals. As part of a reputable national firm, you will work in a collaborative office setting, handling client interactions, account inquiries, and administrative tasks with professionalism and empathy. Key Responsibilities Your primary duties will include answering inbound calls and emails from clients, resolving account-related questions, and providing accurate information on financial products and services. You will assist with appointment scheduling, process basic transactions, and escalate complex issues to financial advisors as needed. Additionally, you will maintain accurate client records in our CRM system, contribute to client retention efforts through proactive follow-ups, and participate in team meetings to discuss service improvements. Upholding compliance standards and delivering personalized support will be at the core of your daily work, ensuring every client interaction reflects our commitment to excellence. Required Qualifications A high school diploma or equivalent is required, with an associate's or bachelor's degree in business, finance, or a related field preferred. Previous experience in customer service, preferably within the financial services industry, is essential. You must possess strong communication skills, both verbal and written, and demonstrate the ability to handle high-volume inquiries efficiently. Proficiency in Microsoft Office Suite and familiarity with CRM software is necessary, along with a clean background check and the ability to obtain relevant state licenses if required. Skills Success in this role demands exceptional interpersonal skills, active listening, and problem-solving abilities to address client concerns swiftly. You should be detail-oriented, with a knack for multitasking in a fast-paced environment, and exhibit patience and empathy when dealing with diverse clients. Technical aptitude for learning financial software, along with solid organizational skills, will set you apart. A customer-centric mindset, combined with basic financial knowledge, is crucial for building trust and fostering long-term relationships. Company Info ForFutures Financial is a premier financial advisory practice under Ameriprise Financial Services LLC, one of the nation's leading financial planning firms with a legacy of empowering clients through personalized advice. Located in Oregon, our office provides a supportive, professional atmosphere where innovation meets tradition in wealth management and retirement planning. Benefits We offer competitive compensation, comprehensive health, dental, and vision insurance, a 401(k) match, paid time off, and professional development programs. As part of Ameriprise, you gain access to robust training resources and employee wellness initiatives. Growth Opportunities We invest in your future with clear paths for advancement to senior representative, advisor support, or management roles. Ongoing training, mentorship, and performance-based incentives ensure you can grow your career while making a meaningful impact.