Client Journey Excellence Specialist
Core
Design, evolve, and embed high-quality client experiences and journey frameworks for financial services clients, ensuring alignment with needs and regulatory expectations like Consumer Duty.
Role type
Client Journey Excellence Specialist
Builds
End-to-end client journey maps, improvement pipelines, KPI dashboards, and executive-ready reports for Ameriprise India LLP.
Domain
Financial Services / Wealth Management / Client Experience
Deliverable
product features
Required skills
Client lifecycle management, journey mapping, root cause analysis, stakeholder engagement, data analysis, executive reporting, process improvement coordination, CRM platform usage, regulatory compliance knowledge
Preferred skills
Consulting or transformation experience, service design methodologies, automation and AI tooling (Power Automate, Copilot, Power BI)
Technologies
Salesforce, PowerPoint, Excel, Word, Power BI, Power Automate, Copilot
Responsibilities
Develop and maintain end-to-end client journey frameworks and journey maps; Identify pain points and inefficiencies through data analysis and stakeholder engagement; Produce KPIs, dashboards, and reporting to measure client engagement and satisfaction; Coordinate delivery of improvement initiatives and track post-implementation outcomes; Act as a connector across Client Management, Sales, and Operations teams; Prepare executive-ready materials and leadership updates.
Seniority
Mid-Senior, hands-on IC
