Ameriprise India | Analyst Financial Advisory Support

Responsibilities

• The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients.
• It will assist in managing and organizing office workflow with an.
• Emphasis on creating and delivering a unique client experience that defines and differentiates advisors’.
• Practices. This position will consistently follow high standards of business and professional ethics and legal.
• And regulatory requirements when dealing with others and/or performing work activities.
• Help clients in enrolling/ servicing on various Ameriprise tools.

Requirements

• O Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities.
• O Graduate in finance discipline (at least 1year experience or post graduation preferred).
• O Basic understanding of MS power point, MS Excel and MS Word.
• Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added.
• Ability to meet strict timelines per the agreed SLAs for advisor practices.
• Experience of interacting with advisors or U.S business partners will be preferred.
• Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
• Must have an eye to detail with high accuracy levels

Ameriprise India

Ameriprise India is an employer hiring in India. In its own words: "Get financial planning advice and retirement investment advice from Ameriprise financial advisors at ameriprise.com."

CA Samaaj lists Ameriprise India's current India openings for finance, accounts, audit and tax professionals, taken from its official careers site (ameriprise.wd5.myworkdayjobs.com) and checked regularly to remove closed jobs. Recent roles are based in Noida and Gurugram.