Contact Center Specialist

56672 Ameriprise India LLP; Dadri; Hybrid; INR 260,000 - 420,000; Full time

Job summary

Ameriprise India LLP, part of Ameriprise Financial Inc., is seeking a Customer Service Associate to support advisors and clients with service issues, policies, and account information. The role emphasizes delivering a distinctive client experience via timely, accurate phone support.

The ideal candidate has 1–3 years of relevant experience, strong communication skills, and the ability to explain complex policies clearly in a fast-paced environment. Office-based with hybrid work arrangements.

Qualifications

• Graduate/ Post- Graduate in finance / commerce/ business management/ operations discipline.
• Minimum 1-3 years of relevant work experience.
• Strong written and spoken communication skills.
• Ability to explain complex policies or concepts in time bound manner.
• Excellent customer service skills.
• Weekend Working; Rotational offs; Rotational shifts.

Responsibilities

• Serve as first point of contact for service issues and inquiries.
• Communicate with clients/advisors to resolve high-level problems by phone.
• Educate clients/advisors on new services, systems, or procedures.
• Process service transactions and ensure timely updates in systems.
• Participate in team meetings to discuss updates and process improvements.

Skills

Written & verbal communication

Client service orientation

Clarifying policies clearly

Team collaboration

Time management

Ability to explain complex policies

Flexibility to work weekends/shifts

Education

Graduate/ Post-Graduate in finance/commerce/business management/operations

Job description

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 work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Direct communication with clients and advisors to assist them with their queries, open issues and resolve high level problems over the phone in timely manner. Emphasis is on creating and delivering a unique client experience that defines and differentiate advisors’ practices. To provide brilliant customer service by responding to advisor and client inquires in fact pace, customer-focused environment.

Key Responsibilities

• First point of contact regarding service issues, troubleshooting, and enter complex service requests into appropriate systems for resolution
• Educate clients and advisors on newly implement services, systems, or procedures for efficient self-service
• Process complex service transactions, or resolve account service casework, which have been initiated by web-based or paper forms utilizing computer applications in a timely manner in order to meet/exceed Service goals
• Interact directly with customers, inbound/outbound phone queue, to provide accurate and immediate solutions to transaction and service request. Utilize internal computer applications and enter all information in the appropriate system
• Participate in Team meetings, huddles, and brainstorming sessions to discuss process updates, operational issues and identify process improvement opportunities

Required Qualifications

• Graduate/ Post- Graduate in finance / commerce/ business management/ operations discipline
• Minimum 1-3 years of relevant work experience
• Strong written and spoken communication skills
• Ability to explain complex policies or concepts in time bound manner
• Excellent customer service skills
• Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner
• Weekend Working
• Rotational offs
• Rotational shifts

Preferred Qualifications

• Up to 3 years of customer service experience
• Exposure to Financial services industry with knowledge of products and services in Securities & Brokerage Operations & Insurance sector

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time. Timings (8:00p-4:30a) India Business Unit AWMPO AWMP&S President's Office

Job Family Group

Client Service. 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.

Ameriprise Background

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

Explore Opportunities

Ameriprise US Careers Ameriprise India Careers Columbia Threadneedle Investments US Careers Columbia Threadneedle Investments EMEA APAC Careers RiverSource Careers

Application Information

Can I check the status of my application? Yes, you can check the status of your submitted application. To do so, you will need to log into the Candidate Homepage with your username and password. What information is required to apply for a job? Requirements vary by position, state and/or region. Be prepared to provide work history, resume, and contact information at a minimum.