Sr. Client Admin Analyst

In this position you will be accountable for the overall facilitation of Columbia Threadneedle Institutional client and account on-boarding activities across multiple operations and business units to ensure for a successful client experience. In addition, the role will also provide support in maintenance and off-boarding of client accounts.

Key Responsibilities

• As a member of the Client Change Team, perform the day-to-day function of independently leading the onboarding of client accounts through gathering account instructions, assessing impact, communicating requirements, tracking implementation and managing record retention.
• Facilitate and ensure account activity is achieved with quality, accuracy and within established service levels.
• Provide coordination across various business and operations teams to ensure alignment and readiness for client facing events. 
• Provide subject matter expertise, effectively communicating across multiple audiences. 
• Accountable for proactive identification of issues, developing well thought out and viable solutions that are in line with core competencies and established processes
• Ensure application of internal controls, compliance requirements and required policies and procedures.
• Lead and perform special project work including across business lines as needed.
• Identify and implement process improvements to create efficiencies and reduce errors.
• Provide coaching and training of the staff and work direction. 
• Maintain relationships with external and internal partners and clients to achieve goals. 
• Ensure policies and procedures are current and providing oversight of policies and procedures to meet compliance requirements. 
• Provide subject matter expertise and execution support to business-driven initiatives, internal partners, leadership or projects related to operations as necessary.

Required Qualifications

• Associate's degree or equivalent

• 3 - 5 years experience

• Strong oral and written communications skills. 

• Ability to problem solve, investigate, and follow through to effective resolution. 

• Solid understanding of portfolio accounting/investment operations activities.

• Ability to work effectively under pressure, meeting deadlines, and managing multiple priorities. 

• Ability to work with limited work direction and function effectively in a team environment.

Preferred Qualifications

• Bachelor's degree 

• Industry experience with onboarding client accounts

• Demonstrated ability to effectively manage multiple work assignments while being able to shift priorities

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

The estimated base salary for this role is $65,400 - $88,200 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full timeExemptMutual Fund OperationsAMINV US Asset Management

Salary : $65,400 - $88,200