Client Administration Analyst

Columbia Threadneedle, an Ameriprise Financial company, is seeking a Client & Account Administration Analyst to be based in New York, NY, Minneapolis, MN, Boston, MA or Charlotte, NC. The position is responsible for managing the full life cycle of client accounts including client on boarding, maintenance, and termination processes. This role requires exceptional organization skills, attention to detail, and the ability to manage multiple priorities and supporting multiple lines of business in a face paced environment. It also requires collaboration with internal and external stakeholders.

Key Responsibilities
Accountabilities include:

• Manage the on boarding process for multiple accounts types, ensuring necessary documentation is collected, verified and processed in a timely and accurate manner. Collaborate with internal teams to ensure a smooth on boarding for the client. Ensure on boarding processes adhere to company policies/procedures to mitigate risk.
• Manage ongoing account maintenance, including updates to client accounts. Notify internal and external stakeholders of the change (s) and track the changes to completion. Ensure that adherence to company policies and procedures are met.
• Manage the terminations for client accounts and ensure accurate closure of the accounts. Ensure adherence to company policies and procedures are met while handling and processing the account closure.
• Complete cross training and back up responsibilities to assist team on all lines of business that we support.
• Process daily trades and adhoc trades with accuracy and ensure that company policies/procedures are met while processing them.

Required Qualifications

• Bachelor’s degree or equivalent work experience.
• 1-3 years’ experience in the financial services industry
• Strong oral and written communications skills.
• Solid understanding of client on boarding and operations activities.
• Able to work effectively under pressure, meeting deadlines, and managing multiple priorities
• Strong interpersonal skills to create and maintain positive relationships with our internal and external stakeholders.
• Ability to work with limited work direction and function effectively in a team environment.
• Flexibility to adapt to changing processes as business evolves.

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 $51,400 - $88,700 / 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 time

Exempt

Mutual Fund Operations

AMINV US Asset Management