8.0 - 10.0 years

18 - 25 Lacs

navi mumbai

Work from Office

Must have exp in Wealth Management/Financial Planning platforms in handling US/UK customers. Being a Client facing role the candidate must have excellent client service delivery exp. Good understanding of capital markets products and securities Required Candidate profile 8-10 yrs of relevant exp in Wealth Management / Financial Planning. The Client Interface Manager will be the ‘First Point of Contact’ for the clients & actively participate in client meetings.

Posted 5 days ago

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Team Lead Contact Center Ameriprise Financial Services, LLC

0.0 years

0 Lacs

gurugram, haryana, india

On-site

Provide world-class, specialized phone service to high-priority advisors, clients, or other relationship partners to successfully resolve customer-initiated service issues in an innovative manner. Respond to more complex issues (which may be related to basic investment products, general securities products, or insurance products) escalated from service teams, and take a lead role in communicating resolution status updates to appropriate parties. Proactively initiate customer contact to ensure the highest possible quality of customer service. Key Responsibilities Responsible to lead a team of contact center resources and ensure effective service level adherence through timely and accurate res...

Posted 2 months ago

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