Ameriprise India Hiring Process Trainee – Service & Operations | Work From Home / Hybrid

Qualifications

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 0-2 years in the field of brokerage and a Strong academic background/ orientation

Job Description & Responsibilities:-

• 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