Service & Operations Process Trainee

0 - 3 years

0 Lacs

Posted:12 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a member of our team at Ameriprise India LLP, you will play a crucial role in providing exceptional client service by addressing service-related issues, requests, and account information for advisors and clients. Your responsibilities will include effectively communicating with advisors, resolving high-level problems, and ensuring a unique client experience that sets advisors" practices apart. Key Responsibilities: - Accurately process service request cases within defined deadlines, following operating procedures. - Engage in training programs to enhance process knowledge and improve skills. - Participate in team meetings to discuss updates, challenges, and opportunities for improvement. - Correspond with business partners in the U.S. to obtain necessary information for timely request completion. - Utilize computer applications to review and process service requests. - Ensure availability of required information for request processing. - Follow up with advisors and stakeholders for additional information. - Approve or reject requests based on set criteria, providing rationale for decisions. Required Qualifications: - Strong communication, interpersonal, organizational, and time-management skills. - Proficiency in MS Office applications and good computer knowledge. Preferred Qualifications: - Experience in product-specific or financial services industry is advantageous. - 0-2 years of experience in brokerage with a strong academic background. About Our Company: Ameriprise India LLP has been offering client-centric financial solutions for over 125 years. Headquartered in Minneapolis, with a global presence, our focus areas include Asset Management, Retirement Planning, and Insurance Protection. Join our inclusive and collaborative culture, where your contributions are valued, and work alongside talented individuals committed to excellence. Make a difference in the office and your community by building your career at Ameriprise India LLP. Please note the working details for this role: - Full-Time position - Timings: 8:00 PM - 4:30 AM - India Business Unit: AWMPO AWMP&S President's Office - Job Family Group: Business Support & Operations,

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