The candidate will be responsible to work with a dedicated advisor a team of financial advisors and staff to help provide outstanding service to our clients It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and or performing work activities Key Responsibilities Internal Operational activities Assist Client Relationship Managers Client Service Associates in servicing clients through operational and analytical support Prepare Client Relationship Managers for sales presentations and interactions with clients Executing routine transactions such as completing and processing client paperwork Gathering and documenting information to ensure compliance requirements are met Assist in providing advisor team support on pipelines tasks and communications Maintaining social media platforms Facebook LinkedIn with relevant and timely posts Updating team website when necessary Client outreach functions Manage administrative client correspondence through emails and phone such as to acknowledge send greetings to invite for an event to ask them to sign up for Total view Secure Site e-Signature e-delivery Contact client to gather factual client-level profile information such as age address income and marital status Contact client to confirm existing not new account-level information such as liquidity needs risk tolerance investment timeframe for suitability purposes Required Qualifications Graduate post-graduate in finance discipline Good communication skills - Proven written and oral communication skills with client service orientation Must have an eye to detail with high accuracy levels Ability to meet strict timelines per the agreed SLAs for advisor practice Strong interpersonal skills and willingness to work in a team structure Willingness to go for licensing certifications as and when needed in future Willing to work evening hours preferred shift 6 30 pm to 3 00 am IST 8 00 am to 4 30 pm CST Preferred Qualifications Prior experience in customer-based interactions roles both written and verbal will be an added advantage Experience of interacting with financial advisors will be preferred Exposure to financial products like mutual funds insurance retirement services etc would be an added 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 solid 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 Full timeTimings 8 00p-4 30a India Business Unit AWMPO AWMP S President s OfficeJob Family Group Business Support Operations