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3 days ago
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 efficient self-service - Process complex service transactions or resolve account service casework which have been initiated by web-based or paper forms utilizing computer applications in a timely manner in order to meet exceed Service goals - Interact directly with customers inbound outbound phone queue to provide accurate and immediate solutions to transaction and service request Utilize internal computer applications and enter all information in the appropriate system - Participate in Team meetings huddles and brainstorming sessions to discuss process updates operational issues and identify process improvement opportunitiesRequired Qualifications - Graduate post-graduate in finance commerce business management operations discipline - Minimum 1-3 years of relevant work experience - Strong written and spoken communication skills - Ability to explain complex policies or concepts in time bound manner - Excellent customer service skills - Ability to explain complex policies or concepts in a straightforward easy-to-understand mannerPreferred Qualifications Up to 3 years of customer service experience - Exposure to Financial services industry with knowledge of products and services in Securities Brokerage Operations Insurance sectorWorking Hours- Weekend working- Rotational OffsAbout 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 firms 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 Youll 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 Full-Time Part-Time Full timeTimings 8 00p-4 30a India Business Unit AWMPO AWMP S President s OfficeJob Family Group Client Service
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