Job Overview ForFutures Financial, Planning, 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 deliver outstanding support to our clients, helping them navigate financial planning, investments, and advisory services with professionalism and empathy. As a key point of contact, you will contribute to client satisfaction and retention in a dynamic, client-focused environment. Key Responsibilities Respond promptly to client inquiries via phone, email, chat, and other digital channels, resolving issues related to account management, financial products, and services. Assist clients with understanding investment options, scheduling appointments with advisors, and processing transactions securely. Maintain accurate records of interactions in our CRM system, ensuring compliance with regulatory standards such as FINRA and SEC guidelines. Escalate complex issues to senior advisors or compliance teams while providing seamless follow-up. Collaborate with internal teams to improve service delivery and contribute to client education initiatives through clear communication of financial concepts. Required Qualifications High school diploma or equivalent required; associate's or bachelor's degree in business, finance, or related field preferred. Minimum of 1-2 years of customer service experience, ideally in financial services, banking, or a call center environment. Strong knowledge of financial terminology and products is a plus. Proficiency in Microsoft Office Suite and experience with CRM software such as Salesforce or similar platforms. Skills Exceptional verbal and written communication skills with the ability to explain complex financial information simply. Active listening and problem-solving abilities to handle diverse client needs empathetically. High attention to detail and organizational skills to manage multiple tasks efficiently. Technical savvy with remote work tools like Zoom, Microsoft Teams, and secure client portals. Commitment to confidentiality and ethical standards in handling sensitive financial data. Company Info ForFutures Financial, Planning is a premier financial advisory practice under Ameriprise Financial Services LLC, one of the nation's leading financial planning companies with over 130 years of history. We empower clients to achieve their financial goals through personalized advice, comprehensive planning, and a wide range of investment solutions. Our remote-first culture supports work-life balance while fostering a collaborative, inclusive team environment dedicated to excellence. Benefits Competitive salary with performance-based incentives. Comprehensive health, dental, and vision insurance plans. 401(k) matching, paid time off, and holiday pay. Remote work setup including home office stipend and access to advanced technology tools. Professional development opportunities and ongoing training in financial services. Growth Opportunities Advance your career within Ameriprise's vast network, with pathways to roles like Client Relationship Specialist, Financial Advisor Associate, or Operations Manager. Access mentorship programs, certifications (e.g., Series 7/66 support), and leadership training. Join a company invested in your success, where top performers thrive and grow.