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Ameriprise Financial

Process Trainee Financial Advisory Support

Early Applicant
  • 3 months ago
  • Be among the first 50 applicants

Job Description

The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an advisors practice that differentiates advisors practices presence on the website & social media platforms. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
Key Responsibilities
  • Enable and structure updates across multiple marketing tools being utilized as part of the process
  • Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts
  • Updating team website when necessary
  • Enable Drip Marketing & Prospecting for advisor practices through LinkedIn
  • Enable relevant research and development to consistently upscale/ upskill the service support and team of analyst(s)
  • Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures.
  • Ensure effective communication and service delivery being done as per the defined SLAs/KRAs
  • As required, provide support in content creation and managing social media channels
Required Qualifications
  • Graduate/ MBA
  • 0-2 years of experience on content creation, digital marketing sector as an associate/ analyst
  • Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
  • Good communication skills - Proven written and oral communication skills with client service orientation

Preferred Qualifications
  • Prior experience in customer-based interactions roles both written and verbal will be an added advantage
  • Prior experience on servicing and digital marketing sector will be an added advantage
  • Experience of interacting with financial advisors/ business partners will be preferred
  • Basics of financial planning & broad exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage
  • Experience of being part of and enabling start-ups/ new business set up approach will also considered a positive

More Info

Industry:Other

Function:Digital Marketing

Job Type:Permanent Job

Date Posted: 31/07/2024

Job ID: 87041745

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