Quality Analyst- PracticeSource
Ameriprise Financial · Noida, Uttar Pradesh, India ·
- Employment
- Part time
- Experience
- 20+ years
- Company size
- 501-1000
Perform quality checks on financial planning deliverables, provide feedback, and mentor servicing teams to ensure compliance and high standards in a financial services firm.
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.
Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Job Description
PracticeSource Quality Analyst is expected to do quality check for various financial planning & non-financial planning deliverables/tasks produced by the servicing teams and provide constructive feedback on the opportunity areas basis various quality and compliance parameters. Responsibility areas also include providing mentoring/coaching support, contributing towards team objectives/initiatives to enhance advisor experience. The analyst should have good communication/feedback skills and a great sense of ownership to ensure timely completion of work with excellent quality.Key Responsibilities- QA review support and feedback delivery - Reviewing deliverables/tasks produced by the servicing teams as per the process requirements as well as QA/compliance parameters and accordingly provide written feedback on the opportunity areas. Scope of work may also include providing dedicated mentoring support to the analysts from servicing teams.
- Skillset Upgradation on an ongoing basis to stay up-to-date and ensure support to the teams on all relevant areas and contribute toward value addition.
- Managing queries - Includes discussions/alignments on review feedbacks and helping the analysts understand the scenarios/feedback in order to gain more clarity and potentially avoid repetition of errors.
- Administrative work - Timely workflow updation, revision requests processing, responding to emails etc.
Required Qualifications
Preferred Qualifications
- Relevant working experience (Quality Assurance)
- Masters degree or equivalent
Full-Time/Part-Time
Timings
India Business Unit
Job Family Group
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.