Contact Center Specialist · Noida

Ameriprise Financial is a leading global financial services firm providing wealth management, asset management, and insurance solutions to help clients achieve their financial goals.

Key Responsibilities

• Handle inbound and outbound customer inquiries professionally and efficiently.
• Provide accurate information regarding financial products, services, and account details.
• Resolve customer complaints and issues with empathy and high-quality service.
• Maintain detailed records of customer interactions and transactions in the CRM system.
• Collaborate with internal departments to escalate and resolve complex client queries.
• Adhere to compliance, security, and regulatory guidelines for financial transactions.
• Meet or exceed key performance indicators (KPIs) including call quality, average handling time, and customer satisfaction scores.
• Assist clients with website navigation and digital portal troubleshooting.
• Identify and suggest process improvements to enhance the overall customer experience.
• Participate in regular training sessions to stay updated on product offerings and compliance policies.