Ameriprise Financial Services, LLC

Insurance & Annuities Process Trainee

Ameriprise Financial Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Noida • India

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Job Level

Entry Level

About the role

  • 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 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.
  • Should be able to meet the SLA and Goals set by their respective business unit. No more than 10% of variation from the average team number.
  • Collaborate with business partners across different sites on a daily basis to process work.
  • Identify process improvements and partner with appropriate resources to implement solutions.
  • Ensure that all required information is available to accurately process requests for Account Service.
  • Utilize various computer applications to identify & research issues and correspond with Advisor for further requirements.
  • Accept/reject requests providing appropriate rationale on In Good Order/Not in Good Order Service requests.
  • Work with appropriate internal partners or external clients to retrieve any necessary information which is missing.

Requirements

  • Graduate/ Post- Graduate in finance / commerce/ business management/ operations discipline.
  • Strong written and verbal communication skills & presentation skills.
  • Working Knowledge of Microsoft Office.
  • Exposure to financial products like mutual funds, insurance, retirement services, financial planning, etc would be an added advantage.
  • 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 will be an added advantage.
Benefits
  • Health insurance
  • Paid time off
  • Flexible working arrangements
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial productsmutual fundsinsuranceretirement servicesfinancial planningprocess improvementsaccount service
Soft Skills
communication skillspresentation skillscustomer servicecollaborationproblem-solvingtime management