Business Client Management Job in Gurgaon at Ameriprise Financial

Ameriprise is hiring for the role of Business Client Management!

Responsibilities of the Candidate:

• Working with internal teams and Transfer Agents to enable clients to invest in our funds, including agent set-up, authority to deal and rebate terms.
• Set up clients to receive relevant service deliverables such as periodic reporting and marketing materials.
• Assist Client Managers in clarifying client needs, mapping to our service standards, surfacing complexities and identifying solutions for bespoke requirements.
• Own processes related to defined client changes, such as a direct distributor moving to a sub-distributor relationship via a platform.
• Participate in training programs to continuously improve skills and knowledge related to client management and the industry

Requirements:

• Bachelor’s degree in Finance, Business Management or equivalent.
• Strong customer service skills.
• Strong verbal English language proficiency.
• The ability to multi-task in usage of different applications and tools including Salesforce, Excel, Teams, Outlook, among others.
• Strong analytical and problem-solving skills.
• Strong collaborative and team-working skills.
• The ability to effectively liaise with stakeholders across the business as required to resolve requests/issues in a timely manner.
• Strong attention to detail, ensuring full record keeping, notification, escalation, tracking and follow up of all incidents.
• Excellent listening skills and assertive, empathetic approach to dealing with stakeholders within the business. 
• 1 to 3 years of relevant experience working in client service, account management, client onboarding or project management within financial institutions, especially in asset management.
• An understanding of fund management, financial instruments, administration processes, performance analysis and reporting.
• Good self-organizational and time management skills; ability to work under pressure to short deadlines.
• Experience of data analysis and insights with complex data sets.
• Experience of process improvement and automation.