Tech Guide Advice Support

ameriprise; Gurugram District; Hybrid; INR 600,000 - 900,000; Full time

Job summary

Ameriprise India LLP is seeking a customer-focused technical support professional to assist US-based advisors with technology and tool-related queries. The role emphasizes rapid resolutions, clear communication, and proactive learning of evolving capabilities to enable advisors' client engagements across time zones.

You'll support end-to-end advisor workflows and translate complex concepts into actionable guidance, contributing to a professional, ethical, and compliant service culture.

Qualifications

• Excellent verbal and written communication skills.
• Ability to learn and stay current on evolving tools and software.
• Strong understanding of Ameriprise technology capabilities.

Responsibilities

• Serve as the primary point of contact for US-based advisors for all Ameriprise technology, tools, and platform-related inquiries.
• Provide accurate, timely, and actionable resolutions to ensure advisor productivity and uninterrupted client engagement.
• Support advisors across the end-to-end lifecycle of advisor workflows (client onboarding, eMeeting implementation, AI tools, financial planning tools, CRM, etc.).
• Translate complex technical concepts into clear, advisor-friendly guidance.

Skills

Communication skills

Problem solving

Technical aptitude

Cold calling

Tools

CRM

Financial planning tools

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 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 role is responsible for serving as a core member of the National Desk - Center of Excellence team, providing timely, high quality support to US based advisors on all technology and tool related queries.

This position plays a critical role in enabling advisors to operate efficiently and meet client commitments by ensuring rapid turnaround on requests without disruption to client interactions. The incumbent must demonstrate exceptional verbal and written communication skills to effectively partner with US advisors, proactively learn and stay current on evolving tools and software, and apply innovative, solution-oriented thinking to resolve complex issues. A deep understanding of Ameriprise technology capabilities is essential to deliver seamless, differentiated support while consistently adhering to the highest standards of professionalism, ethics, and regulatory compliance.

• Serve as the primary point of contact for US‑based advisors for all Ameriprise technology, tools, and platform‑related inquiries.
• Demonstrate exceptional verbal and written communication skills while supporting US advisors across time zones.
• Be comfortable and committed to completing cold calls in the assigned regions to drive results.
• Provide accurate, timely, and actionable resolutions to ensure advisor productivity and uninterrupted client engagement.
• Support advisors across the end‑to‑end lifecycle of advisor workflows (client onboarding, eMeeting implementation, AI tools, financial planning tools, CRM, etc.).
• Deliver rapid turnaround on requests with a strong sense of urgency, ensuring advisors are not delayed in meeting client commitments.
• Translate complex technical concepts into clear, advisor‑friendly guidance.
• Maintain a professional, empathetic, and service‑oriented approach in all interactions.
• Develop and maintain a strong working knowledge of Ameriprise technology platforms, digital tools, integrations, and advisor workflows.
• Stay aligned with new releases, enhancements, and changes to existing systems.
• Demonstrate a proactive learning mindset to get trained on new tools, software upgrades, and evolving digital capabilities.
• Apply analytical and creative problem‑solving skills to resolve complex or non‑standard issues.
• Go beyond standard job aids to find innovative solutions that enhance advisor efficiency.

The role requires flexibility to support other projects, initiatives, or areas of focus across the organization as business needs evolve.

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

Sales

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.