Job Overview

Client Service Associate

Job Details

• Type of Work: Full-time
• Work Timings: 8:00 p.m. – 4:30 a.m. IST (9:30 a.m. – 6:00 p.m. CST)
• Location: India

Job Overview

The Client Service Associate will work closely with a dedicated financial advisor or a team of advisors to provide exceptional client service. This role involves managing office workflows, organizing client interactions, and enhancing the advisor’s social media presence. The ideal candidate will maintain high ethical and professional standards while ensuring compliance with all legal and regulatory requirements.

Key Responsibilities

Administrative & Client Support

• Answer and manage advisor phone calls.
• Process expense management reports.
• Prepare and send routine client correspondence.
• Set up and maintain client files.
• Manage copying, new business correspondence, and alerts.
• Assist clients in enrolling and using Ameriprise tools.

Social Media & Marketing Support

• Help advisors enhance their presence on social media platforms (Facebook & LinkedIn) with relevant and timely content.

Essential Qualifications

• Finance graduate (preferred: 1 year of experience or a relevant diploma).
• Willingness to obtain required certifications: SERIES 7 (and possibly State Securities, State Insurance, State IAR).
• Strong communication skills with the ability to engage effectively with clients.
• Basic knowledge of Microsoft Office (Word, Excel, PowerPoint).
• Exposure to financial products such as mutual funds, insurance, and retirement services is a plus.
• Detail-oriented with a high level of accuracy.
• Commitment to adhering to Service Level Agreements (SLAs) for advisor practices.
• Ability to work during U.S. business hours (8:00 p.m. – 4:30 a.m. IST).

Preferred Qualifications

• Prior experience working with financial advisors or U.S. business partners.

About Ameriprise India LLP

For 125 years, Ameriprise India LLP has been delivering client-focused financial solutions, helping individuals plan and achieve their financial goals. Headquartered in Minneapolis, U.S., we specialize in:

• Asset Management & Advice
• Retirement Planning
• Insurance Protection

At Ameriprise, you’ll collaborate with talented professionals, thrive in a diverse and inclusive culture, and be recognized for your contributions. You'll also have opportunities to make an impact—both in the community and at work.

Equal Opportunity Employer

Ameriprise India LLP welcomes all qualified applicants and ensures equal opportunity regardless of race, color, religion, sex, age, disability, veteran status, marital status, or family status.

???? Join Ameriprise India LLP and take your career to the next level!