Service & Operations Process Trainee
Ameriprise FinancialMatch Score
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Protocol Intelligence
Data-driven signals on your job's competitivenessEntry-level generalist operations role in Gurgaon with broad, non-technical requirements; high applicant density.
Customer-service and operations skills transferable, but brokerage/financial domain experience increases role specificity.
Explicit 1–2 years requirement and preferred finance experience create moderate screening filters.
Job Description
Structured overview of role & requirementsAbout This Role
Manage and accurately process service requests related to client accounts, ensuring adherence to deadlines and operating procedures.
Communicate and coordinate with advisors and US-based business partners to resolve queries and complete service requests efficiently.
Participate in training and team meetings to enhance process knowledge and contribute to operational improvements.
Minimum Requirements
1-2 years experience preferred in brokerage or financial services; strong academic background/orientation.
Proficiency in MS Office applications (Word, PowerPoint, Excel) and good computer skills.
Strong communication, interpersonal, organizational, and time-management skills.
Work Experience Required: Preferred 1-2 years; not strictly mandatory as per JD. Notice period: Not explicitly mentioned.
Ideal Candidate Profile
Experience or interest in financial services, particularly brokerage or client service functions.
Ability to manage multiple service requests with accuracy in a process-driven, deadline-oriented environment.
Comfortable interacting with advisors and coordinating with offshore teams (US business partners).