What are the responsibilities and job description for the Client Administration Analyst position at Columbia Threadneedle Investments?
The position is accountable for performing daily activities to coordinate institutional client-facing processes such as onboarding and termination events. Gather data from multiple sources and across various internal and external business teams, evaluate and determine if the data is accurate, and then produce the final deliverable, such as a successfully onboarded new client account. Accountable for issue identification, root cause analysis, and recommending and executing viable solutions.
Key Responsibilities
Accountabilities include:
Perform assigned daily and periodic processes in accordance with established procedures, practices, and policies. Gather, review, and accurately perform assigned responsibilities meeting or exceeding established timelines, accuracy levels and other service level goals and benchmarks.
Accountable for proactive identification of issues, developing well thought out and viable solutions that are in line with our core competencies, and established processes. Understand impacts of executing solutions and provide appropriate escalation when clients’ expectations are at risk or cannot be met. Obtain appropriate approvals and alignment from stakeholders and leaders for exception processes.
Provide coordination across various business and operations teams to ensure alignment and readiness for client facing events such as on-boarding new clients, redemption events, scheduled client reporting and special custom or ad hoc reporting needs. Provide subject matter expertise, effectively communicating across multiple audiences. Developed understanding of impacted up-stream and down-stream processes.
Complete cross training and back up responsibilities
Complete retention of records, work, and other information, following established procedures and policies.
Required Qualifications
Bachelor’s degree or equivalent work experience.1-3 years’ experience in the financial services industry
Strong leadership competencies and execution skills by way of cross-collaboration and workflow facilitation with multiple internal business partners.
Strong analytical and critical thinking skills with the ability to interpret data, reach conclusions, and act.
In-depth knowledge of business operations and processes with ability to conduct process improvement efforts.
Strong relationship and communication skills in working with colleagues; ability to present and influence on recommendations.
Must be highly responsive and proactive in a fast-paced changing environment.
Demonstrated proficiency in MS Excel and PowerPoint.
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 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.
Base Pay Salary
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Salary : $65,000 - $75,000