Service & Operations Process Trainee

Ameriprise Financial Services, LLC

Service and operations trainee processing advisor and client requests for Ameriprise India’s financial services business. Supporting account servicing, documentation, and issue resolution in a hybrid office role.

Posted 8/25/2026full-timeGurugram • 🇮🇳 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 providing customer-focused service in the financial services industry. Proficient in processing service requests and identifying process improvement opportunities.

Highest-signal resume keywords

Strong Communication SkillsInterpersonal SkillsOrganizational SkillsProficiency in MS OfficeBrokerage Experience

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Service Request ProcessingDocumentation ReviewProcess ImprovementTime Management

Soft Skills

Customer-Focused ServiceTeam Collaboration

Tools & Technologies

MS OfficeWordPowerPointExcel

Industry Keywords

Financial ServicesBrokerageOperational ProceduresService Issues

About the role

Key responsibilities & impact

Work with advisors and clients on service issues, requests, policies, procedures, and account information
Communicate with advisors through systems to assist with queries, open issues, and high-level problems
Accurately process assigned service request cases according to deadlines and operating procedures
Participate in operational, domain, and soft-skills development training
Participate in team meetings, huddles, and brainstorming sessions
Discuss process updates and operational issues and identify process improvement opportunities
Correspond and coordinate with U.S. Home Office business partners regarding missing or incomplete information
Use computer applications to review service requests and supporting documentation
Ensure required information and documentation are available for processing
Follow up with advisors and stakeholders when additional information is required
Approve requests that are In Good Order and reject Not in Good Order requests with rationale
Provide timely, customer-focused service to advisors and clients

Requirements

What you’ll need

Strong communication, interpersonal, organizational, and time-management skills
Good working knowledge of computers
Proficiency in MS Office applications, including Word, PowerPoint, and Excel
Product-specific or financial services industry experience is an added advantage
Desired experience of 1–2 years in brokerage
Strong academic background/orientation
Availability for 8:00p–4:30a shift

Benefits

Comp & perks

Inclusive, collaborative culture
Opportunities for professional development and career growth
Operational, domain, and soft-skills development training programs
Equal opportunity employer
Reasonable accommodation support during recruitment and interviews
Hybrid work arrangement: work from home two days per week