Service & Operations Process Trainee
Role Overview
Support advisors and clients with service issues, requests, policies, procedures, and account information.
Communicate with advisors through systems to resolve queries and open issues in a timely manner.
Provide customer-focused service that supports a differentiated client experience.
Key Skills for This Role
Full Job Posting
About the Company
Ameriprise India LLP provides client-based financial solutions and is part of Ameriprise Financial, a global financial planning company.
Job Description
Support advisors and clients with service issues, requests, policies, procedures, and account information.
Communicate with advisors through systems to resolve queries and open issues in a timely manner.
Provide customer-focused service that supports a differentiated client experience.
Key Responsibilities
- Process assigned service request cases accurately according to deadlines and operating procedures.
- Participate in operational, domain, and soft-skills training.
- Join team meetings, huddles, and brainstorming sessions to discuss updates and improvement opportunities.
- Coordinate with U.S. Home Office business partners to obtain missing or incomplete information.
- Review service requests and supporting documentation using computer applications.
- Verify required information and documentation before processing requests.
- Follow up with advisors and stakeholders when additional information is needed.
- Approve in-good-order requests and reject not-in-good-order requests with rationale.
Required Qualifications
- Strong communication, interpersonal, organizational, and time-management skills are required.
- Good computer knowledge and proficiency in Microsoft Word, PowerPoint, and Excel are required.
Preferred Qualifications
- Product-specific or financial services industry experience is advantageous.
- One to two years of brokerage experience is desired.
- A strong academic background or orientation is preferred.
Workplace
- Employees work in the office at least three days per week and may work from home two days per week.
- Some roles may require additional in-office time or different expectations.
Schedule
- The listed working hours are 8:00 p.m. to 4:30 a.m.
Employment Type
- The role is full time.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Ameriprise Financial Services, LLC
Sr Business Analyst-Practice Source
Noida, IND
Ameriprise seeks a Senior Business Analyst to support advisor-practice reporting, analytics, and operational decision-making. The role combines stakeholder requirements gathering, data analysis, dashboard development, re
Research Analyst
Noida, IND
The employer is seeking a Lead Research Analyst to support alternative investment and manager research teams through investment data analysis, due diligence, reporting, and research operations. The role requires five or
Sr. Digital Marketing Analyst
Noida, IND
Ameriprise Financial seeks a Sr. Digital Marketing Analyst to support Financial Advisors by managing digital marketing tools, social media, email campaigns, and prospect outreach to drive client acquisition. The role req
Operation Risk Management Associate
Gurugram, IND
Ameriprise seeks an Operational Risk Management Associate to prepare risk analyses, reports, dashboards, and presentations for leadership. Candidates need 1–3 years of relevant experience, a master's degree, strong Engli
Senior Lead Auditor
Gurugram, IND
Ameriprise is seeking a Senior Lead Auditor to plan and execute risk, control, internal audit, and SOX/MAR/FDICIA compliance work. The role evaluates governance processes, identifies control deficiencies, leads projects,
Principal Lead- Product Data Engineer
Hyderabad, IND
Ameriprise is seeking a Technical Product Analyst to translate product goals into build-ready requirements and support solution design across cloud data platforms, analytics, and automation. The role combines SQL and dat
Senior Business Analyst
Ulhasnagar, IND
Ameriprise is seeking a Senior Business Analyst to support field compensation and incentive programs through reporting, analytics, process improvement, and automation. The role requires 3-5 years of reporting and analyti
Central Investment Center - Registered Client Service Associate
Lexington, USA
Sr Business Analyst-Practice Source
Noida, IND
Research Analyst
Noida, IND
Sr. Digital Marketing Analyst
Noida, IND
Operation Risk Management Associate
Gurugram, IND
Senior Lead Auditor
Gurugram, IND
Principal Lead- Product Data Engineer
Hyderabad, IND
Senior Business Analyst
Ulhasnagar, IND
Central Investment Center - Registered Client Service Associate
Lexington, USA