Service & Operations Process Trainee

Ameriprise Financial Services, LLC

Service process trainee at Ameriprise India responsible for processing service requests and assisting clients. Collaborate with advisors to ensure accurate and timely case handling while participating in training programs.

Posted 8/3/2026full-timeUdyog Vihar • 🇮🇳 IndiaEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong communication and organizational skills while effectively processing service requests and collaborating with business partners. Proficient in MS Office applications and possesses foundational knowledge in the financial services industry.

Highest-signal resume keywords

Strong Communication SkillsOrganizational SkillsTime-Management SkillsProficiency in MS OfficeBrokerage Experience

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Interpersonal Skills

Tools & Technologies

MS OfficeWordPowerPointExcel

Industry Keywords

Financial ServicesBrokerageService RequestsProcess Improvement

About the role

Key responsibilities & impact

Responsible to accurately process service request cases assigned systemically as per defined assignment and case deadlines
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
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

Requirements

What you’ll need

Strong communication, interpersonal, organizational and time-management skills
Good working knowledge of computers, with proficiency in MS Office applications (Word, Power Point and Excel)
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.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work arrangements
Professional development opportunities