Senior Service & Operations Professional

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.

Job Description

- Utilize various computer applications to review service requests and supporting documentation/paperwork. Ensure availability of required information and documentation to accurately process such requests.
- Follow up with Advisors/stakeholders if additional information is required
- Approve requests that are In Good Order; Reject Not in Good Order Service requests and provide rationale for such decision
- Act as Subject Matter Expert supporting both the team and team leader. Train peers on processes and procedures via e-mail, phone, and in-person regarding service policies and procedures, systems knowledge, and customer service skills
- Participate and assist in projects or process improvements to maximize efficiency and drive operational excellence. Motivates and inspires all team members to provide best in class services, boost morale, and ultimately meet or exceed the service levels

Required Qualifications
- Strong written and verbal communication skills 
- Working Knowledge of Microsoft Office & basic hands-on knowledge of Computers
- Exposure to financial products like mutual funds, insurance, retirement services, financial planning, etc would be an added advantage.
- Demonstrated ability managing multiple priorities in a fast-paced environment.
- Demonstrated skill troubleshooting and identifying and resolving root cause issues.
- Explains or presents factual information in a structured, clear and concise way avoiding use of jargon. 
- Able to assess the impact of change on products, systems, processes and people. 
- Effective problem-solving skills including decision making, time management and immediate prioritization of tasks
 

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full time(8:00p-4:30a)AWMPO AWMP&S President's OfficeBusiness Support & Operations

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.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.