Service & Operations Process Trainee IND-1
Job Description
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
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.
Required Qualifications
Bachelor’s degree or equivalent
Strong written and verbal communication skills
Working Knowledge of Microsoft Office & basic hands-on knowledge of Computers
About Our Company
With the right company, life can be brilliant. 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 to create a brilliant career at Ameriprise India LLP.
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