Service & Operations Process Trainee

About Our Company

Ameriprise India LLP has been providing client-based financial solutions for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis.

Job Description

The candidate will be responsible for working with advisors and clients on service issues, requests, policies, procedures, and account information. This role involves communicating with advisors via system to assist with queries, open issues, and resolve high-level problems in a timely manner, with an emphasis on creating a unique client experience. The role also requires providing brilliant customer service by responding to advisor and client inquiries in a fast-paced, customer-focused environment.

Key Responsibilities

• Accurately process service request cases assigned systemically as per defined assignment and case deadlines, and established operating procedures.
• Participate in Operational, Domain, and soft-skills development training programs.
• Participate in team meetings, huddles, and brainstorming sessions to discuss process updates, operational issues, and identify improvement opportunities.
• Correspond and coordinate with business partners at the Home Office in the United States to obtain or follow up on missing/incomplete information for service requests.
• Utilize various computer applications to review service requests and supporting documentation.
• Ensure availability of required information and documentation to accurately process 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.

Requirements & Tech Stack

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

Qualifications

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

In-Office Collaboration

Employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week.

Timings

8:00 PM - 4:30 AM

Employment Type

Full-time