Job Overview ForFutures Financial, a trusted 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, ensuring their financial inquiries are handled with professionalism, empathy, and efficiency. As a key member of our client-focused team, you will support individuals and families in achieving their financial goals through outstanding service in a fully remote environment based out of Anywhere, SC. Key Responsibilities You will manage a high volume of client interactions via phone, email, chat, and virtual meetings, addressing questions about financial products, account details, investment strategies, and service requests. Resolve issues promptly by troubleshooting account problems, processing transactions, updating records in our CRM systems, and escalating complex matters to financial advisors when needed. Maintain accurate documentation of all client interactions, ensure compliance with regulatory standards such as FINRA and SEC guidelines, and contribute to improving customer satisfaction through feedback analysis and process enhancements. Actively promote ForFutures' advisory services by identifying opportunities to schedule consultations or recommend personalized financial planning solutions. Required Qualifications A high school diploma or equivalent is required, with an associate's or bachelor's degree in business, finance, communications, or a related field preferred. At least 1-2 years of experience in customer service, preferably within the financial services industry, is essential. Proficiency with customer relationship management (CRM) software, Microsoft Office Suite, and virtual communication tools like Zoom or Microsoft Teams is mandatory. Candidates must hold or be willing to obtain relevant certifications such as Series 6 or 7 within the first 6 months of employment, subject to business needs. Skills Exceptional verbal and written communication skills are critical, along with strong active listening and problem-solving abilities to handle diverse client needs. You should demonstrate empathy, patience, and a client-centric mindset, with the capacity to multitask in a fast-paced remote setting. Technical aptitude for learning financial software platforms, keen attention to detail for data accuracy, and solid organizational skills to manage schedules and follow-ups effectively. A collaborative team player attitude, with the ability to thrive independently, is key. Basic knowledge of financial products like investments, retirement planning, and insurance is advantageous. Company Info ForFutures Financial is a premier financial advisory practice under the umbrella of Ameriprise Financial Services LLC, one of the nation's leading firms with over 130 years of experience. We specialize in comprehensive financial planning, wealth management, and personalized advisory services for clients across South Carolina and beyond. Our remote-first culture fosters work-life balance, innovation, and professional growth in a supportive environment backed by Ameriprise's robust resources and national network. Benefits We offer 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 access to Ameriprise's extensive training library. Growth Opportunities Advance your career with clear paths to senior representative, client relationship manager, or financial advisor roles. Benefit from mentorship programs, ongoing training in financial certifications, leadership development, and performance-based incentives. Join a team committed to your long-term success in the dynamic financial services industry.