
Service & Operations Process Trainee
6 days ago
- Responsible to accurately process service request cases assigned systemically as per defined assignment and case deadlines, and also per established operating procedures. - Participate in Operational, Domain and soft-skills development training programs to develop process and domain knowledge and build/improve skills & competencies. - Participate in team meetings, huddles and brainstorming sessions to discuss process updates, operational issues and identify process improvement opportunities. Correspond and coordinate with business partners at the Home Office in United States, to seek/follow up for missing/incomplete information pertaining to service requests to enable completion of such requests. - 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
Required Qualifications
Strong communication, interpersonal, organizational and time-management skills. Good working knowledge of computers, with proficiency in MS Office applications (Word, Power Point and Excel).
Preferred Qualifications
Product-specific or financial services industry experience will be an added advantage. Desired experience of 1-2 years in the field of brokerage and a Strong academic background/ orientation.
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 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.
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-4:30aIndia Business Unit
AWMPO AWMP&S President's OfficeJob Family Group
Business Support & Operations-
Insurance & Annuities Process Trainee
1 week ago
Ameriprise India - Noida - Embassy Oxygen Business Park Ameriprise Financial Services, LLC Full time ₹ 6,00,000 - ₹ 12,00,000 per yearThe candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client experience...
-
Financial Planning Process Trainee
3 days ago
Ameriprise India - Noida - Embassy Oxygen Business Park Ameriprise Financial Services, LLC Full time ₹ 6,00,000 - ₹ 12,00,000 per yearSupport advisors in creating and delivering comprehensive financial plans for their retail clients.Key ResponsibilitiesSupport financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household levelData inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...
-
Principal Lead Batch Scheduling
1 week ago
Ameriprise India - Noida - Embassy Oxygen Business Park Ameriprise Financial Services, LLC Full time ₹ 10,00,000 - ₹ 25,00,000 per yearWe are seeking a highly experienced Scheduling Operations Specialist with over 10 years of hands-on expertise in enterprise batch operations. This role is critical to ensuring the success of business-critical applications through proactive support, incident resolution, and continuous improvement of scheduling environments using tools like Tidal, Tivoli.We...
-
Service & Operations Process Trainee
4 weeks ago
Noida, Uttar Pradesh, India Ameriprise Financial Services, LLC Full timeJob DescriptionThe candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client...
-
15h Left: Service
2 weeks ago
Noida, India Ameriprise Financial Services, LLC Full timeJob Description The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique...
-
Associate Trainee-Sales&Services
3 days ago
All India Malabar Group Full time ₹ 1,50,000 - ₹ 2,50,000 per yearAs an Associate Trainee-Sales&Services at Malabar Gold & Diamonds, your role involves greeting and receiving customers warmly, understanding their requirements, and showcasing products to influence their buying decisions. You are expected to learn and understand sales procedures, acquire product knowledge, and adhere to the company's code of conduct....
-
Printer Operator Trainee-job
1 week ago
India V4U JOBS HR CONSULTANTS Full timeJOB TITLE PRINTER OPERATOR TRAINEE-JOB CODE-O140324-MALE-KALAMASSERY-ERNAKULAM GENDER MALE EXPERIENCE REQUIRED FRESHER SALARY NEGOTIABLE QUALIFICATION ITI V4U JOBS HR CONSULTANTS, ALUVA,COCHIN, CALL/WHATSAPP- 9746457086 /9745252022/9746137954
-
Management Trainee
4 weeks ago
Noida, Uttar Pradesh, India Makunai Global Technology Full timeJob description : Management Trainee - SalesLocation : Noida, Sector 16 (On-site)Employment Type: Full-timeExperience Level: 0-3 Years Qualification: BBA / MBARole Overview: We are seeking a dynamic and enthusiastic Management Trainee with exceptional communication and interpersonal skills to join our team. The ideal candidate will be responsible for...
-
Sales Management Trainee
2 weeks ago
india Expert Parking Systems Private Limited Full timeCompany Description Expert Parking Systems, located in Mumbai, specializes in providing complete solutions to mechanical and automated parking needs. The company relies on locally sourced products from India to ensure optimal quality control. Services offered include Design, Engineering, Consulting, Installation and Servicing for automated parking...
-
Management Trainee
3 days ago
Noida, India Grid Seven AI LLP Full timeCompany DescriptionGrid Seven AI LLP helps organizations accelerate growth and achieve operational excellence by integrating AI-driven solutions. With expertise in operations optimization, quality frameworks, and digital transformation, we streamline processes and transform the way businesses work. Our AI-enabled solutions simplify processes, improve...