Ameriprise India LLP has been providing client based financial solutions to help
clients plan and achieve their financial objectives for 20 years. We are part of
Ameriprise Financial Inc., a US financial planning company headquartered in
Minneapolis with a global presence and diversified financial services leader
with more than $1.5 trillion in assets under management, administration and
advisement as of year-end 2024. 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.
Job Description
The candidate will be responsible to work with advisors and clients regarding
service issues, requests, policies, procedures, and information on accounts.
Direct communication with clients and advisors to assist them with their
queries, open issues and resolve high level problems over the phone 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
- 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 effective self-service
- Process complex service transactions, or resolve account service casework,
which have been initiated by web-based or paper forms utilizing computer
applications