Service & Operations Process Trainee

The candidate will be responsible for working with advisors and clients to address service issues, requests, policies, procedures, and account information. You will communicate with advisors through the system to assist with their queries, address open issues, and resolve high-level problems promptly. Your main focus will be on creating and delivering a unique client experience that sets apart and elevates advisors" practices. Your primary goal is to provide exceptional customer service by responding to advisor and client inquiries promptly in a customer-focused environment. Key Responsibilities: - Accurately process service request cases assigned systemically within defined deadlines and as per established operating procedures. - Engage in Operational, Domain, and soft-skills development training programs to enhance process and domain knowledge and improve skills and competencies. - Participate in team meetings, huddles, and brainstorming sessions to discuss process updates, operational challenges, and identify opportunities for process enhancement. - Correspond and coordinate with business partners at the Home Office in the United States to obtain or follow up on missing/incomplete information related to service requests to facilitate their completion. - Utilize various computer applications to review service requests and accompanying documentation. - Ensure the availability of necessary information and documentation for accurate processing of requests. - Follow up with Advisors/stakeholders if additional information is needed. - Approve requests that meet the criteria for being In Good Order and reject those that are Not in Good Order, providing reasons for such decisions. Required Qualifications: - Strong communication, interpersonal, organizational, and time-management skills. - Proficiency in MS Office applications (Word, PowerPoint, and Excel). Preferred Qualifications: - Product-specific or financial services industry experience is advantageous. - 0-2 years of experience in brokerage with a strong academic background or orientation. About Our Company: Ameriprise India LLP has been offering client-based financial solutions for over 125 years to help clients plan and achieve their financial goals. We are a U.S.-based financial planning company headquartered in Minneapolis with a global presence. Our key focus areas include Asset Management and Advice, Retirement Planning, and Insurance Protection. Join our inclusive, collaborative culture that recognizes and rewards your contributions. Work alongside talented individuals who share your dedication to delivering exceptional work. You will have numerous opportunities to make a difference in the office and your community. If you are talented, ambitious, and seek to work for an ethical company that values its employees, take the next step and build a career at Ameriprise India LLP. Full-Time/Part-Time: Full-time Timings: 8:00 PM - 4:30 AM India Business Unit: AWMPO AWMP&S President's Office Job Family Group: Business Support & Operations,