Job Description

Serve as first point of contact for advisors, clients, and relationship partners for routine service issues, requests, policies, procedures, and account information. Communicate directly with clients and advisors to research questions, open issue resolution cases, and resolve minor problems over the phone or notify appropriate service partners. Respond to basic inquiries with prompt, accurate solutions to transaction/service requests in a fast-paced, customer-focused team environment.
Key Responsibilities

• First point of contact for customers regarding routine service issues, assist in troubleshooting issues, and enter routine service requests into appropriate systems for resolution by appropriate service partners. Make sure all pertinent information is gathered and accurately entered to ensure prompt resolution. Receive guidance from coaches, on a frequent basis, to process requests.
• Develop an understanding of systems and procedures to educate clients and advisors directly on newly-enacted services as they arise to facilitate efficient self-service. Serve as a key resource for customers on company or product policies and systems and troubleshoot simple usability issues raised by customers. Refer more complex issues to appropriate service partners.
• Respond directly to information requests initiated by customers utilizing a variety of systems. Provide information to clients, advisors, or other relationship partners, and work with appropriate internal partners to resolve any outstanding question(s). Process routine 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 or exceed service goals.
• Interact directly with customers, predominately via a high-volume, in-bound or out-bound phone queue, to provide accurate and immediate solutions to routine transaction and service requests. Utilize appropriate internal computer applications and enter all information in the appropriate system for tracking and archival purposes.

Required Qualifications
- Graduate/ Post- Graduate in finance / commerce/ business management/ operations discipline

• Strong written and spoken communication skills
• Active listener, adapts and personalizes each service experience
• Excellent customer service skills
• Thinks and acts as a trusted advocate for clients, demonstrates empathy, care and compassion with a sense of purpose
• Takes ownership, demonstrates critical thinking, applies decision-making to resolve complex issues
• Demonstrated skill troubleshooting and identifying and resolving root cause issues
• Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner
• Demonstrated ability managing multiple priorities in a fast-paced environment
• Practices patience, is willing to say yes and try when unfamiliar
• Eager to learn and grow through self-development and coaching, owns his/her own learning and knowledge

Preferred Qualifications

• 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
• FINRA licenses (SIE, Series 6) would be additional advantage

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 time






Timings (8:00p-4:30a)






India Business Unit AWMPO AWMP&S President\'s Office






Job Family Group Client Service