30 Oct
|
Ameriprise India
|
Gurugram
30 Oct
Ameriprise India
Gurugram
About Our Company
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.
Responsibilities :
- Serve as the primary point of contact for US‑based advisors for all Ameriprise technology, tools, and platform‑related inquiries.
- Demonstrate exceptional verbal and written communication skills while supporting US advisors across time zones.
- Be comfortable and committed to making proactive connects in the assigned regions to drive results.
- Provide accurate, timely, and actionable resolutions to ensure advisor productivity and uninterrupted client engagement.
- Support advisors across the end‑to‑end lifecycle of advisor workflows (client onboarding, eMeeting implementation, meeting summarization, financial planning tools, CRM, etc.).
- Deliver rapid turnaround on requests with a strong sense of urgency, ensuring advisors are not delayed in meeting client commitments.
- Translate complex technical concepts into clear, advisor‑friendly guidance.
- Maintain a professional, empathetic, and service‑oriented approach in all interactions.
- Develop and maintain a strong working knowledge of Ameriprise technology platforms, digital tools, financial planning concepts and advisor workflows.
- Stay aligned with new releases, enhancements, and changes to existing systems.
- Go beyond standard job aids to find innovative solutions that enhance advisor efficiency.
- The role requires flexibility to support other projects, initiatives, or areas of focus across the organization as business needs evolve.
Full-Time/Part time
Full time
Timings
(8:00p-4:30a)
India Business Unit
AWMPO AWMP&S; President's Office
Job Family Group
Sales
- 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, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law._
📌 Tech Guide Advice Support (Gurugram)
🏢 Ameriprise India
📍 Gurugram