Process Trainee -Financial Advisory Support

About the job

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. 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.

Job Description

The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an advisors’ practice that differentiates advisors’ practices presence on the website & social media platforms. 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.

Key Responsibilities

- Enable and structure updates across multiple marketing tools being utilized as part of the process

- Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts

- Updating team website when necessary

- Enable Drip Marketing & Prospecting for advisor practices through LinkedIn

- Enable relevant research and development to consistently upscale/ upskill the service support and team of analyst(s)

- Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures.

- Ensure effective communication and service delivery being done as per the defined SLAs/KRAs

- As required, provide support in content creation and managing social media channels

Required Qualifications

- Graduate/ MBA

- 0-2 years of experience on content creation, digital marketing sector as an associate/ analyst

- Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)

- Good communication skills - Proven written and oral communication skills with client service orientation

Preferred Qualifications

- Prior experience in customer-based interactions roles both written and verbal will be an added advantage

- Prior experience on servicing and digital marketing sector will be an added advantage

- Experience of interacting with financial advisors/ business partners will be preferred

- Basics of financial planning & broad exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage

- Experience of being part of and enabling start-ups/ new business set up approach will also considered a positive

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 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, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.