Service & Operations Process Trainee

Description

The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client experience that defines and differentiate advisors’ practices. To provide brilliant customer service by responding to advisor and client inquires in fact pace, customer-focused environment.

Responsibilities

• Responsible to accurately process service request cases assigned systemically as per defined assignment and case deadlines, and also per established operating procedures.
• Participate in Operational, Domain and soft-skills development training programs to develop process and domain knowledge and build/improve skills & competencies.
• Participate in team meetings, huddles and brainstorming sessions to discuss process updates, operational issues and identify process improvement opportunities.

Correspond and coordinate with business partners at the Home Office in United States, to seek/follow up for missing/incomplete information pertaining to service requests to enable completion of such requests.

• Utilize various computer applications to review service requests and supporting documentation/paperwork.
• Ensure availability of required information and documentation to accurately process such requests
• Follow up with Advisors/stakeholders if additional information is required
• Approve requests that are In Good Order; Reject Not in Good Order Service requests and provide rationale for such decision

Required Qualifications

Strong communication, interpersonal, organizational and time-management skills.
Good working knowledge of computers, with proficiency in MS Office applications (Word, Power Point and Excel).

Preferred Qualifications

Product-specific or financial services industry experience will be an added advantage.
Desired experience of 1-2 years in the field of brokerage and a Strong academic background/ orientation.

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.