Insurance & Annuities Process Trainee

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Skills you'll use

What you'll do

• The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client experience that defines and differentiate advisors’ practices. To provide brilliant customer service by responding to advisor and client inquires in fact pace, customer-focused environment

Who can apply

• Graduate/ Post- Graduate in finance / commerce/ business management/ operations discipline Strong written and verbal communication skills & presentation skills. Working Knowledge of Microsoft Office.
• Exposure to financial products like mutual funds, insurance, retirement services, financial planning, etc would be an added advantage.

About Ameriprise

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