PracticSup Process Trainee IND PracticSup Process Trainee IND …

Ameriprise Financial, Inc.
in Gurgaon, Haryana, India
Permanent, Full time
Last application, 18 Jan 21
Competitive
Ameriprise Financial, Inc.
in Gurgaon, Haryana, India
Permanent, Full time
Last application, 18 Jan 21
Competitive
PracticSup Process Trainee IND
Job Description

COE analyst is expected to support Ameriprise advisor force with creating client meeting presentations, managed account deliverables, e-forms etc.
Core skills required:
Analyzing data and preparing materials related to PracticeSource services (client meeting presentations, managed account service, e-form service etc.) tailored to meet individual advisors' specific requirements. Also, Data comprehension, entry and attention to detail needed.

Responsibilities

• Willingness to drive and work in a start-up atmosphere and drive new services for business partners/ financial advisors
• Support other analysts in preparation of client facing power point deliverables
• Learn different financial planning related tools and requirements attached with it
• Document information for client in the power point deliverables with specific attention to details
• Work as part of the team and contribute to team functions and responsibilities
• Take additional responsibilities as and when required

Required Qualifications

• Graduate in any discipline
• Basic understanding of MS power point, MS Excel and MS Word
• Exposure to financial products like mutual funds, insurance, retirement services, financial planning etc. would be an added advantage.
• Ability to learn on the job
• Good communication skills
• Ability to meet strict timelines and understanding of service delivery for advisor practices
Ameriprise Financial, Inc. logo
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