Service & Operations Process Trainee at Ameriprise India

Position Service & Operations Process Trainee
Posted 2025 October 01
Expired 2025 October 31
Company Ameriprise India
Location Gautam Budh Nagar, Uttar Pradesh | IN
Job Type Full Time
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Job Description:

Latest job information from Ameriprise India for the position of Service & Operations Process Trainee. If the Service & Operations Process Trainee vacancy in Gautam Budh Nagar, Uttar Pradesh matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Ameriprise India for the position of Service & Operations Process Trainee below matches your qualifications.

Description

The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems 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

Key Responsibilities
  • Responsible to accurately process service request cases assigned systemically as per defined assignment and case deadlines, and also per established operating procedures.
  • Participate in Operational, Domain and soft-skills development training programs to develop process and domain knowledge and build/improve skills & competencies.
  • Participate in team meetings, huddles and brainstorming sessions to discuss process updates, operational issues and identify process improvement opportunities.

Correspond and coordinate with business partners at the Home Office in United States, to seek/follow up for missing/incomplete information pertaining to service requests to enable completion of such requests.

  • Utilize various computer applications to review service requests and supporting documentation/paperwork.
  • Ensure availability of required information and documentation to accurately process such requests
  • Follow up with Advisors/stakeholders if additional information is required
  • Approve requests that are

In Good Order; Reject Not in Good Order Service requests and provide rationale for such decision

Required QualificationsStrong communication, interpersonal, organizational and time-management skills. Good working knowledge of computers, with proficiency in MS Office applications (Word, Power Point and Excel).

Preferred QualificationsProduct-specific or financial services industry experience will be an added advantage. Desired experience of 0-2 years in the field of brokerage and a Strong academic background/ orientation.

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'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.

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

Business Support & Operations

Requisition Number

R25_0000003378

Job Info:

  • Company: Ameriprise India
  • Position: Service & Operations Process Trainee
  • Work Location: Gautam Budh Nagar, Uttar Pradesh
  • Country: IN

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Service & Operations Process Trainee at the office Gautam Budh Nagar, Uttar Pradesh above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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