Ameriprise Financial
Client Administration Analyst
New York, New York · Junior · Part-time
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About the role
- Columbia Management, an Ameriprise Financial company, is seeking a Client & Account Administration Analyst.
- Accountable for issue identification, root cause analysis, and recommending and executing viable solutions.
- Ensure on onboarding processes adhere to company policies/procedures to mitigate risk.
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.
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.
Skills
- Strong oral and written communications skills.
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.
Company info
- 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.
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).
This listing is sourced directly from Ameriprise Financial's careers page and normalized into a canonical job model.