Service & Operations Process Trainee

Threadneedle group; Dadri; Hybrid; INR 300,000 - 420,000; Full time

Job summary

Ameriprise India LLP in Noida is seeking a Service & Operations Process Trainee for hybrid work arrangement. You will assist advisors and clients with service issues, requests and policies while ensuring timely, accurate processing of service requests.

The role emphasizes delivering a unique client experience, with in-office collaboration at least three days a week and the option to work from home two days. Training and development programs are provided to build domain knowledge and skills.

Qualifications

• Strong communication, interpersonal, organizational and time-management skills.
• Proficiency in MS Office (Word, PowerPoint, Excel).
• 1–2 years brokerage experience; strong academic background preferred.

Responsibilities

• Process service request cases assigned systemically as per defined deadlines and procedures.
• Participate in training programs to develop process and domain knowledge.
• Join team meetings to discuss issues and identify improvement opportunities.
• Coordinate with Home Office in the United States for missing information pertaining to service requests.
• Review service requests using various computer applications.
• Ensure availability of required information and documentation.
• Follow up with advisors/stakeholders for additional information.
• Approve requests in Good Order; reject Not in Good Order with rationale.

Skills

Strong communication

Interpersonal skills

Time-management

MS Office proficiency

Tools

MS Office

Job description

## Service & Operations Process TraineeApply: Hybrid: 11073 Ameriprise India - Noida - Embassy Oxygen Business Park: Full time: Posted Today: End Date: October 14, 2026 (1 day left to apply): R26\\_2981**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. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems 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** - Responsible to accurately process service request cases assigned systemically as per defined assignment and case deadlines, and also per established operating procedures. - Participate in Operational, Domain and soft-skills development training programs to develop process and domain knowledge and build/improve skills & competencies. - Participate in team meetings, huddles and brainstorming sessions to discuss process updates, operational issues and identify process improvement opportunities. Correspond and coordinate with business partners at the Home Office in United States, to seek/follow up for missing/incomplete information pertaining to service requests to enable completion of such requests. - Utilize various computer applications to review service requests and supporting documentation/paperwork. - Ensure availability of required information and documentation to accurately process such requests - Follow up with Advisors/stakeholders if additional information is required - Approve requests that are In Good Order; Reject Not in Good Order Service requests and provide rationale for such decision **Required Qualifications** Strong communication, interpersonal, organizational and time-management skills. Good working knowledge of computers, with proficiency in MS Office applications (Word, Power Point and Excel). **Preferred Qualifications** Product-specific or financial services industry experience will be an added advantage. Desired experience of 1-2 years in the field of brokerage and a Strong academic background/ orientation.**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**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.*