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AIAmeriprise India LLP
Ameriprise India LLPFinancial Services

Service & Operations Process Trainee

Location

Udyog Vihar, Haryana, India

Work type

Hybrid

Employment

Full Time

Experience

1-2 years

Compensation

Compensation not disclosed

Posted

1h ago

Summary and responsibilities

Role overview

Summary

The Service & Operations Process Trainee will assist advisors and clients with service issues, requests, policies, and account information, aiming to deliver a unique client experience. This role involves accurately processing service requests, participating in development training, and collaborating with US business partners to resolve queries and ensure timely problem resolution.

The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client experience that defines and differentiate advisors’ practices. To provide brilliant customer service by responding to advisor and client inquires in fact pace, customer-focused environment


Key Responsibilities

  • Responsible to accurately process service request cases assigned systemically as per defined assignment and case deadlines, and also per established operating procedures.

  • Participate in Operational, Domain and soft-skills development training programs to develop process and domain knowledge and build/improve skills & competencies.

  • Participate in team meetings, huddles and brainstorming sessions to discuss process updates, operational issues and identify process improvement opportunities.

  • Correspond and coordinate with business partners at the Home Office in United States, to seek/follow up for missing/incomplete information pertaining to service requests to enable completion of such requests.

  • Utilize various computer applications to review service requests and supporting documentation/paperwork.

  • Ensure availability of required information and documentation to accurately process such requests

  • Follow up with Advisors/stakeholders if additional information is required

  • Approve requests that are In Good Order; Reject Not in Good Order Service requests and provide rationale for such decision


Required Qualifications

Strong communication, interpersonal, organizational and time-management skills. Good working knowledge of computers, with proficiency in MS Office applications (Word, Power Point and Excel).


Preferred Qualifications

Product-specific or financial services industry experience will be an added advantage. Desired experience of 1-2 years in the field of brokerage and a Strong academic background/ orientation.

Updated 1h ago

Candidate fit

Skills and qualifications

Additional skills

Communication • 1+ yrs
Interpersonal Skills • 1+ yrs
Organizational Skills • 1+ yrs
Time Management • 1+ yrs
MS Office • 1+ yrs
Customer Service • 1+ yrs
Problem Solving • 1+ yrs
Financial Services Industry Knowledge • 1+ yrs

Experience

1-2 years

How this role is positioned

Role classification

Job domains

Operations
Finance & Accounting

Industries

Finance & Banking

Employment

Full Time

Contract duration

Permanent

Hiring type

Direct

Global hiring

Location specific

Offer details

Compensation and benefits

Compensation

Compensation not disclosed

VisibilityShared on listing
CurrencyUSD
PeriodYearly

Location, schedule, and role shape

Work setup

Work conditions

Primary locationUdyog Vihar, Haryana, India
Work typeHybrid
Global hiringNo

Bandwidth profile

peopleMedium7/10
physicalLow2/10
cognitiveMedium7/10
executionHigh8/10
creativityLow3/10
uncertaintyMedium6/10
communicationHigh8/10

Context on the employer

Company snapshot

Company

Ameriprise India LLP

Team size

Growing team

Location

Udyog Vihar, Haryana, India

Ameriprise India LLP has been providing client based financial solutions for 20 years, part of Ameriprise Financial Inc., a US financial planning company with over $1.5 trillion in assets. The firm focuses on Asset Management and Advice, Retirement Planning and Insurance Protection. They foster an inclusive, collaborative culture, rewarding contributions and offering opportunities for growth and community involvement. Ameriprise Financial is a diversified financial services leader with 22,000 people across 19 countries, serving over 3.5 million clients, and is a leader in financial planning, asset management, and insurance.

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Service & Operations Process Trainee

Udyog Vihar, Haryana, IndiaFull Time