o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,
State IAR, State Insurance)
o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
o Good communication skills
o Basic understanding of MS power point, MS Excel and MS Word
o Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added
advantage
o Must have an eye to detail with high accuracy levels
o Ability to meet strict timelines per the agreed SLAs for advisor practices
Requirements
Experience of interacting with advisors or U.S business partners will be preferred
In-Office Collaboration
Full-Time/Part-Time
Full time
Timings
(8:00p-4:30a)
India Business Unit
Job Family Group
Business Support & Operations
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Additional Information
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm's 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'll 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.
Job Description
The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an
emphasis on creating and delivering a unique client experience that defines and differentiates advisors'
practices. 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.
Ameriprise · Noida, India