Ameriprise Financial is an award-winning financial services company helping clients feel confident about their financial futures. In business for over 125 years
Financial Services Representative
Location
Nevada
Posted
90 days ago
Salary
0
Seniority
Entry Level
No structured requirement data.
Job Description
Financial Services Representative
Ameriprise Financial
Title: Financial Services Representative Financial Services Representative Locations Las Vegas, Nevada Hybrid Full time job requisition id R26_0626 About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Job Description Leverage your best-in-class customer service skills as first point of contact for our clients, advisors, and business partners in a fast-paced customer focused environment. Receive business training to serve as the first point of contact for advisors and their clients, relationship partners, or directly for clients, regarding service issues, requests, policies, procedures, account information, and self-service issues. Communicate directly with clients and advisors to research questions, open issue resolution cases, and resolve minor problems over the phone. Educate clients and advisors on the company's systems, processes, and policies. Additionally, we’ll support your professional development through a company sponsored training program to attain FINRA SIE, FINRA Series 7 & Series 63 licenses. Key Responsibilities - Actively engaged to excel in an online preparation for the FINRA SIE, Series 7 and Series 63 licensing exams. This includes having the discipline to maintain the appropriate study schedule and understand the course content. - Interact directly with customers, predominately via a high-volume, in-bound phone queue, to provide accurate and timely resolution for money movement, trade, and service requests while utilizing appropriate internal computer applications to meet or exceed service goals. May enter trade or money movement requests on behalf of the customer. - Develop an understanding of systems and procedures to educate clients and advisors directly on services as they arise to facilitate efficient self-service. Serve as a resource for customers on company or product policies and systems and troubleshoot usability issues raised by customers as well as provide education to customers. - Effectively leverage available resources to aid in making good decisions for different courses of action, act with a clear sense of ownership, follow through on commitments, escalate to avoid missing a deadline, learn quickly when facing new situations to positively impact customer effort and overall service experience. - Translate feedback into accountable results to improve processes, efficiency targets, and caller experience based on guidance from peers, coaches, and/or leaders. - Respond directly to information requests initiated by customers using a variety of systems. Provide information to clients, advisors, or relationship partners, and work with internal partners to resolve any outstanding question(s). Process routine service transactions, or resolve account service casework, which have been initiated by web-based or paper forms using computer applications in a timely manner in order to meet or exceed service goals. Required Qualifications - Education: High school or GED - 0 to 1 year relevant experience required - Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for - education and experience. - Excellent customer service skills. - Ability to explain policies or concepts in a straightforward, easy-to-understand manner. - Strong written and verbal communication skills. - Demonstrated ability managing multiple priorities in a fast-paced environment. - Demonstrated skill troubleshooting and identifying and resolving root cause issues. - Willingness to obtain FINRA SIE, Series 7 and Series 63 registrations through our company-paid training. - Ability to pass a pre-employment background verification and U-4 FINRA verification. - Willingness to focus on the licensing study expectations. Preferred Qualifications - Previous customer service experience. - Product-specific or financial services industry experience. We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN) Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Client Service Line of Business SERVD Service Delivery Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Related Guides
Related Job Pages
More Sales Jobs
• Lead, coach, and develop a team of Account Managers and Sr. Account Managers. • Demonstrates strong ownership of the business. • Engages deeply in operational and financial performance. • Develop and maintain strong, strategic relationships with key customers. • Identify and pursue new market opportunities. • Collaborate with internal departments to meet customer requirements. • Provide executive-level support in the RFQ process, contract negotiations, and bid strategy development. • Monitor and assess market trends and customer developments. • Ensure timely and effective resolution of escalated customer issues.
Automotive Sales & Service Representative
MsccnWe're a global leader in providing energy solutions that help businesses grow and communities thrive. We work as a team and we’re proud of the difference we make to customers, to local communities, and towards a sustainable future for the world.
Role Description As a Customer Service Representative, your main responsibility is to find innovative ways to respond to varying questions, issues, and concerns. - Connect with customers via phone/email/chat/and or social media to resolve their questions or concerns - Calmly attempt to resolve and de-escalate any issues - Escalate interactions when necessary and appropriate - Respond to requests for assistance and/or possible processing payments - Track all call related information for auditing and reporting purposes - Provide feedback on call issues - Upsell if required Qualifications - High School Diploma or equivalent - Minimum of 6 months of customer service experience - Must be 18 years of age or older - Ability to type at least 25 words per minute - Comfortable with desktop computer systems and have general knowledge of Windows-based systems - Customer service and/or sales experience preferred - College degree preferred but not required Requirements - Process Excellence: Demonstrate commitment to following established procedures and be customer service driven - Collaboration: Proven ability to collaborate effectively with team members, supervisors, and support departments to resolve customer issues and achieve performance goals - Communication: Outstanding communication, listening, and analytical skills - Organizational Skills: Strong organizational and problem-solving skills - Emotional Intelligence: Ability to prioritize tasks and work well under pressure while remaining focused - Open-Mindedness: Open-minded approach to feedback, evolving policies, and working within a structured schedule that includes a variety of shifts - Critical Thinking: Sharp critical thinking skills, enabling quick analysis of customer issues and thoughtful, informed decision-making - Solution-Oriented: Proactive approach to problem-solving with a focus on creating a positive customer experience Benefits - Paid Training - Competitive Wages - Full Benefits (Medical, Dental, Vision, 401k and more) - Paid Time Off - Employee wellness and engagement programs
Title: Sales Manager - National Account Managers Location: US-Atlanta, GA time type Full time job requisition id R299 Job Description: Momentive Software is seeking an experienced, motivated Sales Manager to join our team in a hybrid position based out of our Atlanta office. This Manager will be part of our YM Careers Division. This team sells to businesses looking to promote niche jobs through the largest network of association job boards, emails, social media channels, events and more. What We Do YM Careers Network partners with Momentive-powered association job boards to help employers connect with highly qualified, credentialed talent that general job boards often miss. We specialize in niche and professional verticals—including healthcare, engineering, finance, accounting, and other regulated or credential-driven fields—where targeted reach and relevance matter most. Your Team National Account Managers manage large employer relationships across the YM Careers Network, supporting organizations with multi-role and multi-location hiring needs within defined verticals such as healthcare, legal, and veterinary services. These reps are primarily focused on account management and growth (75%), including renewals, expansion, and increased visibility through enhanced recruitment solutions. The remaining 25% of their role is dedicated to hunting, identifying and developing new employer opportunities within their assigned verticals. POSITION OVERVIEW The Sales Manager for the National Account team leads sellers responsible for growing and expanding complex employer accounts across the YM Careers Network. This manager focuses on improving rep effectiveness through hands-on coaching, developing deeper discovery skills to uncover additional hiring needs and introduce enhanced recruitment solutions, while also reinforcing prospecting discipline to ensure consistent hunting activity. The role maintains high standards for pipeline quality, Salesforce hygiene, and forecasting accuracy. RESPONSIBILITIES Strategic Coaching & Development - Coach reps on deeper discovery to uncover expansion opportunities and additional recruitment solutions - Reinforce consultative selling skills, value-based conversations, and effective positioning of enhanced offerings - Develop rep capability in both account growth and outbound prospecting fundamentals - Conduct regular call reviews and coaching using Gong Pipeline & Forecast Management - Drive consistent pipeline inspection and deal strategy reviews - Ensure accurate opportunity staging, next steps, and risk assessment - Maintain forecast accuracy and disciplined pipeline management Cadence & KPI Management - Lead weekly team meetings and structured rep 1:1s - Utilize set daily KPI’s to ensure consistent prospecting activity alongside account growth efforts - Guide reps in prioritizing expansion opportunities within existing accounts Accountability & Performance - Set and reinforce clear expectations for performance, activity, and execution - Provide structured coaching and development plans when performance gaps exist - Foster a culture of accountability, professionalism, and continuous improvement SUCCESS INDICATORS - National accounts renewing and expanding consistently - Growth in multi-product adoption and deal size - High levels of prospecting activity across the team - Forecast accuracy within established targets - Improved discovery quality and solution alignment QUALIFICATIONS - 3–5 years of sales management experience in a B2B environment - Experience leading teams responsible for account growth, renewals, and prospecting - Strong background in consultative selling and pipeline development - Proven ability to coach sales fundamentals, discovery, and outbound strategies - Excellent organizational, communication, and leadership skills - Willingness to travel up to 10% for trade shows and conferences - Bachelor’s degree or equivalent professional experience Technical Skills - Proficiency in Salesforce or similar CRM platforms - Experience using sales engagement and coaching tools such as Gong or Salesloft - Strong working knowledge of Microsoft Office 365 (Word, Excel, PowerPoint, Outlook) WORK ENVIRONMENT AND FLEXIBILITY Enjoy the best of both worlds with our hybrid work schedule. This role is based at our Atlanta, GA office three days a week with the flexibility to work remotely two days per week. ABOUT MOMENTIVE SOFTWARE Momentive Software amplifies the impact of over 30,000 purpose-driven organizations in more than 30 countries. Mission-driven organizations and associations rely on Momentive’s cloud-based software and services to engage the people they serve, simplify operations, and grow revenue. Built with reliability at the core and focused on events, careers, fundraising, financials, and operations, Momentive helps organizations strengthen their communities. Learn more at momentivesoftware.com. ABOUT YM CAREERS NETWORK YM Careers Network powers nearly 3,000 association career centers and connects more than one million employers with highly specialized professionals across healthcare, engineering, veterinary medicine, finance, education, legal, and more. We help associations increase non-dues revenue and engagement while giving employers unmatched access to niche, credentialed talent through association job boards. #LI-NR1 #momentivesoftware About Us Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive’s cloud-based software and services to address their most pressing challenges – from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough – so they can bring on better outcomes for everyone they serve. Why Work Here? At Momentive Software, we’re a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you’re looking for a place where your work matters and your ideas are valued, you’ll find it here. Medical, Dental & Vision Benefits 401(k) Savings Plan with Company Match Flexible Planned Paid Time Off Generous Sick Leave Inclusive & Welcoming Environment Purpose-Driven Culture Work-Life Balance Commitment to Community Involvement Employer-Paid Parental Leave Employer-Paid Short-Term Disability Remote Work Flexibility Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the United States (without sponsorship), and to complete the required employment eligibility verification form upon hire.
• Venta de servicios a clientes interesados • Atención a consultas de clientes • Alcanzar objetivos de ventas


