Financial Advisory Support

Ameriprise India is hiring for the role of Analyst Financial Advisory Support!

Responsibilities of the Candidate:

• 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.
• 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.

Requirements:

• Graduate/ post-graduate in finance discipline
• Good communication skills - Proven written and oral communication skills with client service orientation
• Must have an eye to detail with high accuracy levels
• Ability to meet strict timelines per the agreed SLAs for advisor practice
• Strong interpersonal skills and willingness to work in a team structure
• Willingness to go for licensing certifications as and when needed in future
• Willing to work evening hours: preferred shift 6:30 pm to 3:00 am IST (8:00 am to 4:30 pm CST)
• Prior experience in customer-based interactions roles both written and verbal will be an added advantage
• Experience of interacting with financial advisors will be preferred
• Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage