Service & Operations Process Trainee
Ameriprise FinancialMatch Score
Against your primary resumeLogin to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Protocol Intelligence
Data-driven signals on your job's competitivenessLog in to see why each signal reads the way it does.
Job Description
Structured overview of role & requirementsAbout This Role
Handle service requests and resolve advisor/client issues regarding account services following established procedures and deadlines.
Communicate and coordinate with US Home Office and advisors to obtain necessary information for request processing.
Participate in training and team meetings to develop domain knowledge and improve process efficiency.
Minimum Requirements
1-2 years experience preferred in brokerage or financial services industry; strong academic background.
Proficiency in MS Office applications (Word, PowerPoint, Excel) and good computer skills.
Strong communication, interpersonal, organizational, and time-management skills.
Work Location: Hybrid model with minimum 3 days in-office per week; Timings: 8:00 AM to 4:30 PM.
Ideal Candidate Profile
Has prior exposure to brokerage or financial services domain to understand service requests effectively.
Operates well in a client-centric, process-driven environment with collaboration across time zones (India-US).
Comfortable multitasking and managing timely coordination with various stakeholders to meet deadlines.