Address- First point of contact regarding service issues, troubleshooting, and enter complex service requests into appropriate systems for resolution
- Educate clients and advisors on newly implement services, systems, or procedures for efficient self-service
- Process complex service transactions, or resolve account service casework, which have been initiated by web-based or paper forms utilizing computer applications in a timely manner in order to meet/exceed Service goals
- Interact directly with customers, inbound/outbound phone queue, to provide accurate and immediate solutions to transaction and service request. Utilize internal computer applications and enter all information in the appropriate system
- Participate in Team meetings, huddles, and brainstorming sessions to discuss process updates, operational issues and identify process improvement opportunities
Required Qualifications
- Graduate/ Post- Graduate in finance / commerce/ business management/ operations discipline
- Minimum 1-3 years of relevant work experience
- Strong written and spoken communication skills
- Ability to explain complex policies or concepts in time bound manner
- Excellent customer service skills
- Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner
Preferred Qualifications
Up to 3 years of customer service experience
- Exposure to Financial services industry with knowledge of products and services in Securities & Brokerage Operations & Insurance sector
- FINRA licenses (SIE, Series 6) would be additional advantage
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Timings
India Business Unit
Job Family Group
