Service & Operations Process Trainee

Ameriprise Financial Services, LLC

. Work with advisors and clients regarding service issues, requests, policies, procedures, and account information .

Posted 9/22/2026full-timeGurugram • IndiaEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong communication and organizational skills while providing exceptional customer service in a fast-paced environment. Proficient in processing service requests accurately and efficiently, with a focus on operational improvements and collaboration with business partners.

Highest-signal resume keywords

Strong Communication SkillsCustomer Service ExcellenceMS Office ProficiencyOrganizational SkillsBrokerage Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Service Request ProcessingOperational ProceduresDocumentation ReviewProcess ImprovementTime Management

Soft Skills

Interpersonal SkillsTeam CollaborationProblem Solving

Tools & Technologies

MS WordMS PowerPointMS Excel

Industry Keywords

Financial ServicesBrokerageClient ExperienceService IssuesOperational Training

About the role

Key responsibilities & impact

Work with advisors and clients regarding service issues, requests, policies, procedures, and account information
Communicate with advisors via system to assist with queries and resolve open or high-level problems in a timely manner
Provide a unique client experience and brilliant customer service in a fast-paced, customer-focused environment
Accurately process assigned service request cases according to deadlines and established operating procedures
Participate in operational, domain, and soft-skills development training programs
Participate in team meetings, huddles, and brainstorming sessions
Discuss process updates and operational issues and identify process improvement opportunities
Correspond and coordinate with business partners at the United States Home Office regarding missing or incomplete information
Use computer applications to review service requests and supporting documentation
Follow up with advisors and stakeholders when additional information is required
Approve requests that are In Good Order and reject Not in Good Order requests with rationale

Requirements

What you’ll need

Strong communication, interpersonal, organizational and time-management skills
Good working knowledge of computers
Proficiency in MS Office applications (Word, Power Point and Excel)
Product-specific or financial services industry experience is an added advantage
Desired experience of 1-2 years in the field of brokerage
Strong academic background/orientation
Ability to work the stated shift: 8:00p-4:30a

Benefits

Comp & perks

Inclusive, collaborative culture
Opportunities to make your mark at the office and in the community
Equal opportunity employer
Accessible recruitment process and reasonable accommodation support for individuals with disabilities