Ameriprise Financial Recruitment 2021
Company Name : Ameriprise Financial
Details
Job Position:- Practice Support Analyst
Job Location:- Gurugram, Haryana, India
Salary Package:- As per Company Standards
Full-Time / Part-Time:- Full time
Timings:- India Night 1 (8:00p-4:30a)
Job Family Group:- Business Support & Operations
Job Id:- 21874BR
Required Qualifications:-
- Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance)
- Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
- Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
- Good communication skills
- 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 advantage
- Must have an eye to detail with high accuracy levels
- Ability to meet strict timelines per the agreed SLAs for advisor practices
- Preferred Qualifications:- Experience of interacting with advisors or U.S business partners will be preferred
Job Description:-
- 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.
Responsibilities:-
- Back office functions o Help advisor prepare for client meetings by pulling relevant information from reports
- Provide support on Managed Accounts documentation and other e-forms
- Help practices set up clients on Foundational Advice
- Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts
- Updating team website when necessary
Client outreach functions:
Manage administrative client correspondence through emails and phone, such as:
- To set up or confirm a meeting appointment date
- to acknowledge/send greetings, o to invite for an event
- to ask them to sign up for Total view, Secure Site, e-Signature, e-delivery.
- Contact client to gather factual, client-level profile information, such as age address, income and marital status
- Contact client to confirm existing (not new) account-level information such as liquidity needs, risk tolerance, investment timeframe, for suitability purposes.
- Assist clients in data gathering for FP through emails Future activities (post licensing)
- Accept and process client orders
- Directly assist advisors in identifying and preparing recommendations to buy or sell an Investment. (Only advisors can finalize and communicate recommendations to clients)
- Provide an opinion (either in writing or verbally) to the advisor on the benefits or suitability of Investment to clients. (Only advisors can discuss investment recommendations with clients)
- India Business Unit:- PracticeSource & Analytics
Cab Provided:- Yes
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