Provide day-to-day leadership and direction to a team of Operations professionals in the Service & Operations line of Business, dedicated to provide timely and accurate resolution of Service requests submitted by Advisors/clients, as per defined Service Levels and operating procedures. Serve as point-person and operational expert and collaborate with Business counterparts, senior Leaders and team members to manage/resolve operational issues on daily basis.
Key Responsibilities
- Responsible to lead a team of resources and ensure effective service level adherence through timely and accurate resolution of service requests on a daily basis
- Implement effective staffing, work allocation and continuous management of work-baskets to ensure adherence to assignment & case deadlines
- Coordinate with Home Office counterparts and Subject Matter Experts for management of urgent/escalated issues and ensure seamless resolution
- Collaborate with Home office counterparts and SMEs to streamline processes and accordingly modify operating procedures
- Conduct knowledge sharing sessions, and discuss/debrief process level issues/updates to ensure dissemination of knowledge to the team
- Act as the Subject Matter Expert and provide responses to queries raised by Operations professionals, to ensure speedy resolution of cases
- Liaison with the Risk & Compliance partners and conduct periodic review of procedures to ensure adherence to Regulatory guidelines
- Ensure adherence to the Service delivery framework established for the Business and also drive adherence to the common minimum practices framework on a daily basis
- Track and report team/individual performance, along with a summary of highlights/issues/ongoing action plan, on a daily/weekly/monthly basis to various stakeholders
- Partner with Human Resources and functional Leaders to formulate career progression / employee development plans
- Provide Leadership guidance and motivate team members to improve/sustain performance through effective coaching and mentoring techniques, individually through periodic 1-0-1 meetings, and also at a team level through regular huddles and team meetings
- Responsible to collaborate with senior Leaders and Training counterparts to provide adequate learning & development programs for team members to improve operational knowledge, develop product and domain knowledge, and build/enhance skills/competencies
- Participate in Operational, Domain and soft-skills development Training programs for self development of process and domain knowledge and build/improve soft-skills/competencies
Required Qualifications
- Bachelors degree or equivalent
- Strong communication, interpersonal, organizational and time-management skills.
- Good working knowledge of computers, with proficiency in MS Office applications (Word, Power Point and Excel).
- Strong operations handling experience with great focus on stakeholder/customer management
- Relevant experience in leading and managing team/s in the Financial Services Industry
- Effective People manager with high emotional intelligence
Preferred Qualifications
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. 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.
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, veteran status, marital status, family status or any other basis prohibited by law.
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
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.
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