Ameriprise Financial Recruitment 2021

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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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