Job Description
The candidate will support Client Relationship Managers in creating and delivering comprehensive financial plans for their retail clients. The specialist will complete data inputs in financial planning tools and document the recommendations provided by the advisors.
Key Responsibilities
Internal Operational Activities
Support Ameriprise Advisor Center financial advisors based to create comprehensive and compliant financial plans for their clients, at individual/household level
Data inputs in financial planning tools such as MoneyGuide, based on careful examination of clients financial documents and advisor inputs
Generate reports through approved planning tools
Upskilling oneself with financial planning concepts to help discuss/prepare plan strategies/ suggestions with advisors via phone or e-mail
Based on client's financial situation, document advice in the required format shared by the advisors
Perform activities involved in preparing detailed financial plans within the defined turnaround time and quality metrics
Able to manage advisor relationships and discuss plan strategies either on Teams or via email
Client Outreach Functions
Assist clients in data gathering for FP through emails
Required Qualifications
Graduate/ Post-Graduate in finance discipline
Good communication skills - Proven written and oral communication skills with client service orientation
Must have an eye to detail with high accuracy levels
Ability to meet strict timelines per the agreed SLAs for advisor practice
Strong interpersonal skills and willingness to work in a team structure
Willingness to go for licensing certifications as and when needed in future
Willing to work evening hours: preferred shift 6:30 pm to 3:00 am IST
Preferred Qualifications
Prior experience in customer-based interactions roles both written and verbal will be an added advantage
Experience Of Interacting With Financial Advisors Will Be Preferred
Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm's focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Timings
(8:00p-4:30a)
India Business Unit
AWMPO AWMP&S President's Office
Job Family Group
Business Support & Operations
