Analyst Financial Advisory Support

Key Responsibilities

Internal Operational activities:

• Assist Client Relationship Managers/ Client Service Associates in servicing clients through operational and analytical support.
• Prepare Client Relationship Managers for sales presentations and interactions with clients.
• Executing routine transactions, such as completing and processing client paperwork.
• Gathering and documenting information to ensure compliance requirements are met.
• Assist in providing advisor team support on pipelines, tasks and communications.
• Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts.
• Updating team website when necessary.

Client outreach functions:

• Manage administrative client correspondence through emails and phone, such as:
  • to acknowledge/send greetings,
  • to invite for an event,
  • to ask them to sign up for Total view, Secure Site, e-Signature, e-delivery.
• Contact client to gather factual, client-level profile information, such as age address, income and marital status.
• Contact client to confirm existing (not new) account-level information such as liquidity needs, risk tolerance, investment timeframe, for suitability purposes.

Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance)o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)o Good communication skillso Basic understanding of MS power point, MS Excel and MS Wordo Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantageo Must have an eye to detail with high accuracy levelso Ability to meet strict timelines per the agreed SLAs for advisor practices Preferred Qualifications
Experience of interacting with advisors or U.S business partners will be preferred

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 youre 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.