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.
Responsibilities
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).
Exposure to financial products like mutual funds, insurance, retirement services, financial planning, etc would be an added advantage.
Knowledge of equity and fixed income securities.
Understanding of derivatives and related securities.
Preferred Qualifications
Product-specific or financial services industry experience will be an added advantage.
Desired experience of 3-5 years in the field of brokerage and a Strong academic background/ orientation.
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.
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