First point of contact regarding service issues, troubleshooting, and enter complex service requests into appropriate systems for resolution
Educate clients and advisors on newly implement services, systems, or procedures for efficient self-service
Process complex service transactions, or resolve account service casework, which have been initiated by web-based or paper forms utilizing computer applications in a timely manner in order to meet/exceed Service goals
Interact directly with customers, inbound/outbound phone queue, to provide accurate and immediate solutions to transaction and service request. Utilize internal computer applications and enter all information in the appropriate system
Participate in Team meetings, huddles, and brainstorming sessions to discuss process updates, operational issues and identify process improvement opportunities
Required Qualifications
Graduate/ Post- Graduate in finance / commerce/ business management/ operations discipline
Minimum 1-3 years of relevant work experience
Strong written and spoken communication skills
Ability to explain complex policies or concepts in time bound manner
Excellent customer service skills
Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner
Weekend Working
Rotational offs
Rotational shifts
Requirements
Up to 3 years of customer service experience
Exposure to Financial services industry with knowledge of products and services in Securities & Brokerage Operations & Insurance sector
Full-Time/Part-Time
Full time
Timings
(8:00p-4:30a)
India Business Unit
AWMPO AWMP&S President's Office
Job Family Group
Client Service
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 advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Direct communication with clients and advisors to assist them with their queries, open issues and resolve high level problems over the phone in timely manner. Emphasis is on creating and delivering a unique client experience that defines and differentiate advisors' practices. To provide brilliant customer service by responding to advisor and client inquires in fact pace, customer-focused environment.
Ameriprise · Noida, India