Job highlights

- 1-3 years experience in financial services or related fields with strong analytical skills
- Serve as first contact for service issues, process complex transactions, and provide solutions via phone and systems; participate in team process improvements

Role & responsibilities

- First point of contact regarding service issues, troubleshooting, and enter complex service requests into appropriate systems for resolution.
- Educate clients and advisors on newly implement services, systems, or procedures for efficient self-service.
- Process complex service transactions, or resolve account service casework, which have been initiated by web-based or paper forms utilizing computer applications in a timely manner in order to meet/exceed Service goals.
- Interact directly with customers, inbound/outbound phone queue, to provide accurate and immediate solutions to transaction and service request. Utilize internal computer applications and enter all information in the appropriate system.




- Participate in Team meetings, huddles, and brainstorming sessions to discuss process updates, operational issues and identify process improvement opportunities.

Preferred candidate profile

- 1-3 years of relevant experience in customer servicing or client support.
- Prior experience in financial services, banking, securities, brokerage, or insurance is preferred.
- Robust analytical and problem-solving skills with attention to detail.
- Excellent written and verbal communication skills.
- Ability to handle complex customer situations professionally and maintain high service standards.
- Graduate/Postgraduate in Finance, Commerce, Business Management, Operations, or a related field is preference.
- Candidate must be comfortable working in rotational/night shifts and rotational week offs.

📌 Contact Center Specialist (Noida)
🏢 Ameriprise Financial
📍 Noida