About this role
Manage end-to-end on boarding process across diverse account types, ensuring all required documentation is accurately collected, validated, and efficiently processed. Foster collaboration with cross-functional teams for smooth transition of on boarding process and in alignment and adherence with company policies.
Manage and coordinate continuous maintenance for client accounts. Clear Communication to internal and external stakeholders about the changes. Maintain diligent tracking and ensure completion in adherence to company policy and procedures.
Manage the termination of client accounts, ensuring all actions are executed with accuracy and in adherence to company policy and procedures.
Complete cross-functional expertise and serve as a backup resource to enhance team agility across all supported business operations.
Process daily and ad hoc trades with accuracy and in accordance with company policies/procedures.
Required Skill set-
Solid understanding of portfolio accounting/investment operations activities including client on boarding.
Strong written and verbal communication skills.
Ability to take initiative and remain team player, act proactively, and think creatively.
Ability to work independently following established policies and procedures.
Must have good MS office skills viz. MS Excel, word, PPT, share point etc.
Ability to work effectively under pressure, meeting deadlines, and managing multiple priorities.
Ability to work with limited work direction and function effectively in a team environment.
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
Timings
India Business Unit
Job Family Group
Other facts
About Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social
*Ameriprise Financial Q1 2024 Earnings Release.
What you'll do
- The role is responsible for managing the entire lifecycle of client accounts, including onboarding, ongoing maintenance, and termination, ensuring operational accuracy and adherence to company policies. This involves processing daily and ad hoc trades, maintaining diligent tracking, and communicating changes effectively to all stakeholders.
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