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
You will be a part of the EMEA Client Management team and work with other internal teams to ensure client-driven activities, processes and outcomes result in an excellent service and experience for our clients.You will be a part of the EMEA Client Management team and work with other internal teams to ensure client-driven activities, processes and outcomes result in an excellent service and experience for our clients.
Role Responsibilities
How you’ll spend your time…
You will own specified client-driven activities, processes and outcomes owned by this team, always with reference to each client’s Agreements and Columbia Threadneedle standards.
The majority of your time will be spent completing defined activities arising from client queries or periodic/ad-hoc events, leveraging defined guidelines, training materials and operating procedures. In addition, you will be expected to identify opportunities to improve these processes and work with internal teams to deliver these improvements.
Your responsibilities will include many or all of the following areas:
Onboarding, Implementation and Change
- Working with internal teams and Transfer Agents to enable clients to invest in our funds, including agent set-up, authority to deal and rebate terms
- Set up clients to receive relevant service deliverables such as periodic reporting and marketing materials
- Assist Client Managers in clarifying client needs, mapping to our service standards, surfacing complexities and identifying solutions for bespoke requirements
- Own processes related to defined client changes, such as a direct distributor moving to a sub-distributor relationship via a platform
Ongoing Client Management
- Resolve day-to-day client and Transfer Agent queries either directly or via the relevant Client Manager(s)
- Ensure client cash flows and orders are properly vetted and communicated to the relevant internal teams and/or Transfer Agents for timely and accurate completion
- Manage the timely creation and delivery of information required to satisfy document, data and other similar requests from clients, such as audit, Columbia Threadneedle Investment company due diligence and attestation requests
- Co-ordinate the production, delivery and record keeping in the CRM tool of outbound client communications such as shareholder notices and corporate actions
- Maintain and update Client Management-owned data, processes and records, ensuring accuracy and confidentiality
Projects and other activities
- Assist in the coordination of client projects, including tracking progress, managing timelines, and ensuring deliverables are met
- Provide data analysis and insights as required to support project initiatives, deliver periodic management information and enable continuous improvements
- Identify opportunities to improve processes owned by Client Management, including automation, efficiency, scalability and risk reduction, and work with internal teams to deliver those improvements
- Manage and/or support processes related to Client Management controls and governance, such as vendor risk assessments and quality checks
- Support processes related to client complaints and client-related risk events
- Participate in training programs to continuously improve skills and knowledge related to client management and the industry
Key Capabilities
To be successful in this role you will have…
- 3 - 5 years of experience working in client service/ client onboarding within financial institutions, preferably in asset management
- Bachelor’s degree in Finance, Business management or equivalent
- Strong verbal and written English language proficiency
- The ability to multi-task in usage of different applications and tools including Salesforce, Excel, Teams, Outlook among others
- Strong analytical and problem-solving skills
- Strong collaborative and team-working skills
- The ability to effectively liaise with stakeholders across the business as required to resolve requests/ issues in a timely manner
- Strong attention to detail, ensuring full record keeping, notification, escalation, tracking and follow up of all incidents
- Excellent listening skills and assertive, empathetic approach to dealing with stakeholders within the business
- Good self-organisational and time management skills; ability to work under pressure to short deadlines
Desired Capabilities
If you also had this, it would be great…
- An understanding of fund management, financial instruments, administration processes, performance analysis and reporting
- Experience of data analysis and insights with complex data sets
- Experience of process improvement and automation
Full-Time/Part-Time
Timings
India Business Unit
Job Family Group
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.
Skills Required
- 3 - 5 years of experience in client service or client onboarding within financial institutions, preferably in asset management
- Bachelor's degree in Finance, Business Management or equivalent
- Strong verbal and written English language proficiency
- Ability to multi-task and use various applications including Salesforce and Excel
- Strong analytical and problem-solving skills
- Collaborative and team-working skills
- Strong attention to detail and self-organizational skills
Ameriprise Financial Services, LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ameriprise Financial Services, LLC and has not been reviewed or approved by Ameriprise Financial Services, LLC.
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Retirement Support — Feedback suggests a 401(k) with company contributions and financial well‑being programs strengthens long‑term savings. Employee stock purchase access and planning subsidies further support retirement readiness.
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Strong & Reliable Incentives — Feedback suggests annual and long‑term performance incentives, alongside variable or commission components in advisor roles, can create meaningful upside for certain positions. Licensing support and bonus opportunities reinforce a performance‑linked pay mix.
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Flexible Benefits — Feedback suggests flexible work options, the ability to purchase extra vacation, and paid volunteer time provide adaptable benefits for different life needs. On‑site clinic and fitness resources at headquarters and wellbeing programs add convenient lifestyle support.
Ameriprise Financial Services, LLC Insights
What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals. We believe that with the right advisor, the right advice, and the right firm, life can be brilliant. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Learn how you can build your career at Ameriprise Financial. *Ameriprise Financial Q2 2020 Statistical Supplement All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested. By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
