Ameriprise Financial

Ameriprise Financial

Client Administration Analyst

New York, New York · Part-time

No sponsorship$72k-$88kDetected 22 days ago
CommunicationCollaboration

About the role

  • 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 capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets.

Responsibilities

  • 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.
  • 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.

Requirements

  • Bachelor's degree or equivalent work experience.
  • Ability to work with limited work direction and function effectively in a team environment.
  • Provide subject matter expertise, effectively communicating across multiple audiences.

Nice to have

  • 1-3 years' experience in the financial services industry
  • 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
  • Working together, in-person, is foundational to how we achieve results.
  • Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week.

Compensation

  • The estimated base salary for this role is $72,200 - $88,100 / 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.
  • Full-Time/Part-Time
  • Exempt/Non-Exempt

Company info

  • About Our Company
  • Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
  • Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together.
  • 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.

Equal opportunity

  • Columbia Threadneedle is an equal opportunity employer.
  • If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Visa & Work Authorization

  • 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).
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This listing is sourced directly from Ameriprise Financial's careers page and normalized into a canonical job model.