Job Overview ForFutures Financial, a financial advisory practice of Ameriprise Financial Services LLC, is seeking a dedicated Customer Service Representative to join our remote team. In this role, you will be the primary point of contact for our clients, delivering outstanding support and contributing to the success of our financial planning services. As a remote position based out of Oklahoma but open to candidates anywhere, this opportunity allows you to work flexibly while helping clients achieve their financial goals in a supportive, professional environment. Key Responsibilities You will handle incoming client inquiries via phone, email, and chat, resolving issues related to account management, financial products, and services. Responsibilities include accurately documenting interactions in our CRM system, escalating complex matters to advisors or specialists, and following up to ensure resolutions meet client expectations. Additionally, you will promote financial products when appropriate, educate clients on services, and contribute to team efforts by sharing insights on common client needs. Maintaining confidentiality and compliance with financial regulations is paramount, as is delivering personalized service that builds long-term client relationships. Required Qualifications Candidates must have a high school diploma or equivalent, with at least 1-2 years of customer service experience, preferably in financial services or a call center setting. Strong communication skills, both verbal and written, are essential, along with proficiency in Microsoft Office and familiarity with CRM software. A bachelor's degree in business, finance, or a related field is preferred but not required. You should be comfortable working independently in a remote setup, with reliable high-speed internet and a quiet workspace. Skills The ideal candidate excels in active listening, problem-solving, and empathy to address diverse client needs. Technical aptitude for navigating financial software and multitasking across communication channels is crucial. Organizational skills, attention to detail, and the ability to thrive in a fast-paced environment while maintaining accuracy under pressure are key. Knowledge of financial terminology and regulations, such as FINRA or SEC guidelines, is highly valued, as is a customer-centric mindset focused on service excellence. Company Info ForFutures Financial is a trusted financial advisory practice under Ameriprise Financial Services LLC, one of the nation's leading financial planning firms with a legacy of helping millions of Americans pursue their financial dreams. We pride ourselves on a client-first approach, innovative tools, and a collaborative culture that empowers our team members to grow professionally. As part of Ameriprise, we offer the stability of a large organization combined with the personalized touch of a boutique practice. Benefits We provide competitive compensation, comprehensive health, dental, and vision insurance, 401(k) matching, paid time off, and remote work stipends for home office setup. Additional perks include professional development reimbursement, employee assistance programs, and wellness initiatives to support work-life balance. Growth Opportunities At ForFutures, we invest in your career with ongoing training, mentorship from seasoned advisors, and clear paths to advancement into roles like Client Relationship Specialist or Financial Advisor support. Join us to build a rewarding career in financial services with opportunities for certification support and leadership development.