Job Description

The candidate will be responsible to take up an instrumental role in helping conduct smooth operations for dedicated advisor or a team of financial advisors and staff, to provide outstanding service to their clients. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.Key ResponsibilitiesInternal Operational activities: * Assist Client Relationship Managers in servicing clients through operational and analytical support.

• Prepare Client Relationship Managers for sales presentations and interactions with clients.
• Executing routine transactions, such as completing and processing client paperwork.
• Gathering and documenting information to ensure compliance requirements are met.
• Assist in providing advisor team support on pipelines, tasks and communications.
• Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts.
• Updating team website when necessary.

Client outreach functions: * Manage administrative client correspondence through emails and phone, such as:

• to acknowledge/send greetings,
• to invite for an event,
• to ask them to sign up for Total view, Secure Site, e-Signature, e-delivery.
• Contact client to gather factual, client-level profile information, such as age address, income and marital status.
• Contact client to confirm existing (not new) account-level information such as liquidity needs, risk tolerance, investment timeframe, for suitability purposes.

Required Qualifications

• Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
• Good communication skills - Proven written and oral communication skills with client service orientation
• Basic understanding of MS PowerPoint, MS Excel and MS Word
• Must have an eye to detail with high accuracy levels
• Ability to meet strict timelines per the agreed SLAs for advisor practices
• Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance)
• Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)

Preferred Qualifications

• Prior experience in customer-based interactions roles both written and verbal will be an added advantage
• Experience of interacting with financial advisors will be preferred
• Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage
• Experience of being part of and enabling start-ups/ new business set up approach will also considered a positive

About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm\xe2\x80\x99s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You\xe2\x80\x99ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you\'re talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.Full-Time/Part-Time Full timeTimings (8:00p-4:30a)India Business Unit AWMPO AWMP&S President\'s OfficeJob Family Group Business Support & Operations

Ameriprise Financial