Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
5001 – 10.000 Zaposleni
FinanceSvetovanjeZavarovanje
Ameriprise Financial Services, LLC je podjetje za finančne storitve, ki se osredotoča na prilagojeno finančno načrtovanje, naložbeno svetovanje in zavarovalne rešitve. Njegovi svetovalci neposredno sodelujejo s strankami, da bi razumeli njihove cilje in razvili strategije, prilagojene njihovim potrebam, pri čemer jim pomagajo raziskave skupine Investment Research Group ter stalna analiza trgov in gospodarstva. Ameriprise zagotavlja tudi digitalni dostop do računov strank in finančnih dokumentov, s poudarkom na spletni varnosti in zasebnosti.

Financial Advisory Support Analyst

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

Opis

  • 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.

Zahteve

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

Ugodnosti

  • 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.

Sorodna delovna mesta

A

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