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 customer-focused service in the financial services industry. Proficient in processing service requests accurately and efficiently, with a focus on operational improvements.

Highest-signal resume keywords

Strong Communication SkillsInterpersonal SkillsOrganizational SkillsProficiency in MS OfficeBrokerage 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.

Soft Skills

Time-Management Skills

Tools & Technologies

MS OfficeWordPowerPointExcel

Industry Keywords

Financial ServicesService RequestsOperational IssuesProcess ImprovementCustomer Service

About the role

Key responsibilities & impact

Work with advisors and clients regarding service issues, requests, policies, procedures and account information
Communicate with advisors through systems to assist with queries, open issues and high-level problems
Provide timely, customer-focused service to advisors and clients
Accurately process assigned service request cases according to deadlines and operating procedures
Participate in operational, domain and soft-skills development training
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 U.S. 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 requests that are not in good order, providing rationale

Requirements

What you’ll need

Strong communication, interpersonal, organizational and time-management skills
Good working knowledge of computers
Proficiency in MS Office applications, including Word, PowerPoint and Excel
Product-specific or financial services industry experience is an added advantage
Desired experience of 1–2 years in brokerage
Strong academic background/orientation

Benefits

Comp & perks

Inclusive, collaborative culture
Opportunities for professional development and career growth
Operational, domain and soft-skills development training programs
Equal opportunity employer
Reasonable accommodation support during recruitment and interviews
Hybrid work arrangement: work in the office at least three days per week, with flexibility to work from home two days per week