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Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
5,001 – 10,000 Employees
ConsultingFinanceInsurance
Ameriprise Financial Services, LLC is a financial services company focused on personalized financial planning, investment guidance, and insurance solutions. Its advisors work directly with clients to understand their goals and develop tailored strategies, supported by research from the company’s Investment Research Group and ongoing analysis of markets and the economy. Ameriprise also provides digital access to client accounts and financial documents, with an emphasis on online security and privacy.
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Financial Advisory Support Analyst

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

INIndiaHybridFull-timeMiddleSeniorEnglish RequiredFinancial Planning and Analysis

Description

  • 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.

Requirements

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

Benefits

  • 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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