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Financial Advisory Support
Ameriprise Financial Services, LLCFinancial Advisory Support specialist managing digital marketing tools, websites, and social media for Ameriprise India’s financial advisors. Supporting client-focused operations and advisor prospecting.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong capabilities in digital marketing, content creation, and client service, with a focus on effective communication and managing social media channels. Possesses foundational knowledge in financial products and the ability to support financial advisors in their marketing efforts.
Highest-signal resume keywords
Digital MarketingContent CreationClient Service OrientationSocial Media ManagementFinancial Products Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Content CreationDigital MarketingSocial Media ManagementResearch and DevelopmentDrip MarketingWebsite UpdatesClient Data ProtectionMarketing Tools ManagementFinancial Planning KnowledgeCustomer Interaction
Soft Skills
Written CommunicationOral CommunicationService DeliveryTeam CollaborationAdaptability
Tools & Technologies
FacebookLinkedInDigital Marketing ToolsContent Management Systems
Certifications & Qualifications
Graduate DegreeMBA
Industry Keywords
Financial ServicesDigital Marketing SectorClient ConfidentialityService Level AgreementsKey Result Areas
About the role
Key responsibilities & impact- Conduct smooth operations for dedicated advisors, financial advisor teams, and staff
- Help provide an outstanding digital experience
- Manage and organize digital marketing tools used in advisors’ marketing activities
- Enable and structure updates across multiple marketing tools
- Maintain Facebook and LinkedIn platforms with relevant and timely posts
- Update team websites when necessary
- Enable drip marketing and prospecting through LinkedIn
- Conduct relevant research and development to upscale and upskill service support and analyst teams
- Protect client data and confidentiality
- Prioritize and perform work according to established processes and procedures
- Ensure effective communication and service delivery according to defined SLAs/KRAs
- Support content creation and manage social media channels as required
Requirements
What you’ll need- Graduate/MBA
- 0–2 years of experience in content creation or the digital marketing sector as an associate/analyst
- Willingness to work evening hours: 8:00 pm to 4:30 am (9:30 am to 6:00 pm CST)
- Proven written and oral communication skills with client service orientation
- Prior customer-based interaction experience, written and verbal, is an advantage
- Prior servicing and digital marketing sector experience is an advantage
- Experience interacting with financial advisors/business partners is preferred
- Basic financial planning knowledge and broad exposure to financial products such as mutual funds, insurance, and retirement services are advantageous
- Experience enabling start-ups/new business setups is a positive
Benefits
Comp & perks- Inclusive, collaborative culture
- Opportunities to make your mark at the office and make a difference in your community
- Equal opportunity employer
- Inclusive and accessible recruitment process
- Reasonable accommodation during application or interview process