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Ameriprise Financial Services is hiring for the post of Insurance & Annuities Process Trainee.
Job duties and responsibilities:
- The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts.
- Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner.
- Emphasis is on creating and delivering a unique client experience that defines and differentiate advisors’ practices.
- To provide brilliant customer service by responding to advisor and client inquires in fact pace, customer-focused environment
- Should be able to meet the SLA and Goals set by their respective business unit. No more than 10% of variation from the average team number.
- Collaborate with business partners across different sites on a daily basis to process work
- Identify process improvements and partner with appropriate resources to implement solutions.
- Ensure that all required information is available to accurately process requests for Account Service.
- Utilize various computer applications to identify & research issues and correspond with Advisor for further requirements.
- Accept/reject requests providing appropriate rationale on In Good Order/Not in Good Order Service requests.
- Work with appropriate internal partners or external clients to retrieve any necessary information which is missing.
Qualifications and experience required:
- Graduate/ Post- Graduate in finance / commerce/ business management/ operations discipline
- Strong written and verbal communication skills & presentation skills.
- Working Knowledge of Microsoft Office.
- Exposure to financial products like mutual funds, insurance, retirement services, financial planning, etc would be an added advantage.
- Product-specific or financial services industry experience will be an added advantage.
- Desired experience of 0-2 years in the field of brokerage and a Strong academic background/ orientation will be an added advantage.
Job/Req. ID: R23_0000001612
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Company: Ameriprise Financial Services
Location: Noida, UP
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