„Ameriprise Financial Services, LLC“ yra finansinių paslaugų įmonė, daugiausia dėmesio skirianti individualiam finansų planavimui, investavimo konsultacijoms ir draudimo sprendimams. Jos konsultantai tiesiogiai dirba su klientais, kad suprastų jų tikslus ir parengtų jiems pritaikytas strategijas. Šį darbą papildo įmonės „Investment Research Group“ tyrimai ir nuolatinė rinkų bei ekonomikos analizė. „Ameriprise“ taip pat suteikia skaitmeninę prieigą prie klientų sąskaitų ir finansinių dokumentų, daug dėmesio skirdama saugumui internete ir privatumui.
Financial Advisory Support Analyst
Prepare client presentations, managed account materials, and electronic forms while analyzing financial data and tracking workflows for Ameriprise in India.
Aprašymas
- 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.
Reikalavimai
- Communicate effectively in writing and verbally.
- Apply strong analytical skills.
- Pay close attention to detail.
Privalumai
- 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.