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
Experience
1-2 years
How this role is positioned
Role classification
Job domains
Industries
Employment
Full Time
Contract duration
Permanent
Hiring type
Direct
Global hiring
Location specific
Offer details
Compensation and benefits
Compensation
Compensation not disclosed
Location, schedule, and role shape
Work setup
Work conditions
Bandwidth profile
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, India • Full Time