Ameriprise India | Analyst Financial Advisory Support

Responsibilities

• You’ll also have plenty of opportunities to make your mark at the office and a difference in your community.
• 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 (0- 1year experience or 1year diploma is 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 Financial

Ameriprise Financial traces its roots to 1894, when John Tappan founded Investors Syndicate. The business later became IDS, was bought by American Express in 1984 and ran as American Express Financial Advisors until it was spun off in 2005 as an independent company listed on the New York Stock Exchange (ticker AMP). Headquartered in Minneapolis, Ameriprise is known mainly for financial planning and advice, alongside asset management under the Columbia Threadneedle Investments brand. Its wholly owned Indian subsidiary, Ameriprise India LLP, was set up in 2005 in Gurugram and later added offices in Noida and Hyderabad. Teams there support the group's businesses in the US and the UK.

Finance roles at Ameriprise India are based in Gurugram and Noida. They span cash management (cash analysts and senior cash analysts), controllership, private and hedge fund accounting, international indirect tax, support for the group's financial advisers, and finance transformation work that brings AI tools into finance processes. The postings ask for a finance or accounting qualification, usually a B.Com or BBA, and some prefer or require an MBA in Finance; others accept a graduate or postgraduate degree in finance, commerce, business management or operations.

• Industry: Financial services: financial planning and advice, wealth management and asset management (Columbia Threadneedle Investments)
• Headquarters: Minneapolis, Minnesota, United States (Ameriprise Financial, Inc.)
• In India: Ameriprise India LLP, a wholly owned subsidiary set up in October 2005, with offices in Gurugram, Noida and Hyderabad