About the role

  • Service Process Trainee supporting financial advisors and clients at Ameriprise India. Responsible for processing service requests and coordinating communication effectively.

Responsibilities

  • 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
  • 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
  • Approve requests that are In Good Order; Reject Not in Good Order Service requests and provide rationale for such decision

Requirements

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

Benefits

  • Health insurance
  • Professional development
  • Flexible work arrangements

Job title

Service and Operations Process Trainee

Job type

Experience level

Entry level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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