Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
5 001 – 10 000 Қызметкерлер
КонсалтингҚаржыСақтандыру
Ameriprise Financial Services, LLC — жекелендірілген қаржылық жоспарлауға, инвестициялар бойынша кеңес беруге және сақтандыру шешімдеріне бағытталған қаржылық қызметтер компаниясы. Оның кеңесшілері клиенттердің мақсаттарын түсініп, оларға бейімделген стратегияларды әзірлеу үшін клиенттермен тікелей жұмыс істейді. Бұл жұмыс компанияның Инвестициялық зерттеулер тобы жүргізетін зерттеулермен және нарық пен экономикаға жасалатын тұрақты талдаумен қамтамасыз етіледі. Ameriprise сонымен қатар онлайн қауіпсіздік пен құпиялылыққа баса назар аудара отырып, клиенттерге шоттары мен қаржылық құжаттарына цифрлық қолжетімділік ұсынады.

Financial Advisory Support Analyst

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

Сипаттама

  • 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.

Талаптар

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

Артықшылықтар

  • 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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