Manage ongoing account maintenance, including updates to client accounts. Notify internal and external stakeholders of the change (s) and track the changes to completion.
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.
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 oral and written communications skills.
Solid understanding onboarding processes and steps
Able 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.
Requirements
Client Onboarding experience
Knowledge of Separately Managed Accounts
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
Base Pay Salary
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Mutual Fund Operations
Line of Business
AMINV US Asset Management
Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without
Benefits
Health insuranceDental insurance401(k)Paid time offPerformance bonus
Additional Information
About Our Company
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
Job Description
Columbia Management, an Ameriprise Financial company, is seeking a Client & Account Administration Analyst.
The position is accountable to perform daily activities for separately managed retail client accounts - onboarding, maintenance, and termination events. Gather and validate data from multiple internal and external sources, 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.
Ameriprise · New York, NY