Service & Operations Process Trainee

Overview

Service and operations trainee role supporting advisors and clients with service requests, account information and policies at Ameriprise India LLP.

What you'll do

• Accurately process service request cases assigned systemically, meeting defined assignment and case deadlines and established operating procedures.
• Participate in operational, domain and soft-skills development training programs to build process and domain knowledge and improve skills and competencies.
• Participate in team meetings, huddles and brainstorming sessions to discuss process updates, operational issues and process improvement opportunities.
• Correspond and coordinate with business partners at the Home Office in United States to seek and follow up on missing or incomplete information for service requests.
• Utilize various computer applications to review service requests and supporting documentation and paperwork.
• Ensure availability of required information and documentation to accurately process requests.
• Follow up with advisors and stakeholders if additional information is required.
• Approve requests that are In Good Order and reject Not in Good Order service requests, providing rationale for the decision.

What you'll need

• Strong communication, interpersonal, organizational and time-management skills.
• Good working knowledge of computers, with proficiency in MS Office applications (Word, PowerPoint and Excel).

Nice to have

• Product-specific or financial services industry experience.
• 1-2 years of desired experience in the field of brokerage.
• Strong academic background or orientation.

Details

• Location: Noida, India.
• Work mode: in office at least three (3) days per week, with flexibility to work from home two (2) days per week.
• Employment type: full time.
• Timings: 8:00p-4:30a.