Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
5,001 – 10,000 कर्मचारी
परामर्शबीमावित्त
Ameriprise Financial Services, LLC एक वित्तीय सेवा कंपनी है, जो व्यक्तिगत वित्तीय योजना, निवेश मार्गदर्शन और बीमा समाधानों पर केंद्रित है। इसके सलाहकार ग्राहकों के साथ सीधे काम करके उनके लक्ष्यों को समझते हैं और उनके लिए उपयुक्त रणनीतियाँ तैयार करते हैं। इन रणनीतियों को कंपनी के Investment Research Group के शोध तथा बाज़ार और अर्थव्यवस्था के निरंतर विश्लेषण का समर्थन प्राप्त होता है। Ameriprise ग्राहकों को अपने खातों और वित्तीय दस्तावेज़ों तक डिजिटल पहुँच भी प्रदान करती है और ऑनलाइन सुरक्षा व गोपनीयता पर विशेष ध्यान देती है।

Financial Advisory Support Analyst

Prepare client presentations, managed account materials, and electronic forms while analyzing financial data and tracking workflows for Ameriprise in India.

विवरण

  • Create client meeting presentations, managed account materials, electronic forms, and related resources for APWG advisors.
  • Analyze raw financial data and enter it into multiple tools.
  • Prepare materials for client presentations, managed account services, and electronic form services.
  • Complete quality checks with a mentor and revise work to meet compliance and quality standards.
  • Maintain the process workflow database.
  • Create and regularly update Excel reports on schedule.
  • Review information for comprehension and enter data.

आवश्यकताएँ

  • Communicate effectively in writing and verbally.
  • Apply strong analytical skills.
  • Pay close attention to detail.

लाभ

  • Work in an inclusive, collaborative culture.
  • Find opportunities to contribute in the office and community.
  • Join an equal opportunity employer.
  • Access an inclusive and accessible recruitment process.
  • Request reasonable accommodations during the application or interview process.

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