Service Process Trainee supporting financial advisors and clients at Ameriprise India. Responsible for processing service requests and coordinating communication effectively.
About the role
- Operations Specialist enhancing service reliability at MarketStar by resolving distributor and parent account order issues. Managing urgent requests and providing comprehensive support for customer order management.
Responsibilities
- Coordinate and resolve distributor-related order and service issues
- Manage urgent and emergency order requests, including alternate sourcing, stock plan adjustments and tracking plant shipment status
- Assess and resolve service requests, recommending actions to senior account manager
- Address billing concerns, including processing corrections or credits
- Analyze AR issues by working with the customer, distributor and customer service
- Oversee return processes and act as liaison between plant, customer service, and distributor
- Facilitate distributor system access and direct to correct support functions
- Close product integrity gaps by reviewing dashboards and contacting distributors
- Maintain and update customer data in Salesforce, including account set up and onboarding
- Validate customer relationships and manage tax exemption correspondence
- Resolve incorrect deliveries and provide price lists/quotes
- Monitor systemic orders including order or invoice issues and handle system process changes
- Leverage independence in your workday to prioritize tasks, projects, and initiative
Requirements
- Strong organizational and administrative skills, with attention to detail and excellent time management skills, with proven ability to meet deadlines and maintain urgency
- Strong coordination and communication skills for managing senior account manager, distributor and customer relationships
- An innovative mind always willing and able to contribute creative solutions to problems as they arise with the ability to assess and resolve request
- Problem-solving and analytical skills for handling urgent orders, product corrections, systemic order monitoring, and AR
- Ability to learn and work with various systems that are not connected
- Collaborative team player mindset that is solution oriented for working with cross-functional teams
- Flexibility to adapt to changing processes and customer needs
- Ownership of work load and driven to complete accurately and efficiently
- Proficient in Excel, Outlook, Salesforce and other sales tools
- Professional written and verbal communication skills
- Constantly strive to improve, proactively seeking coaching and guidance from peers and managers
- The desire and ability to learn on the fly, think creatively, and maintain urgency
- Ability to act with integrity, professionalism, and confidentiality
Benefits
- Structured learning and career development programs
- Mental health program
- Generous Paid Time Off policy
- Paid medical leave
- Child/Dependent care reimbursement
- Education reimbursement
- 401k match, hardship loan program, access to financial wellness advisor
- Comprehensive healthcare coverage including medical, dental, and vision
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