Analyst Financial Advisory Support

Job Description

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 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&aposre 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 time

Timings

(8:00p-4:30a)

India Business Unit

AWMPO AWMP&S President&aposs Office

Job Family Group

Business Support & Operations