Job DescriptionColumbia Management, an Ameriprise Financial company, is seeking a Client & Account Administration Analyst.
The position is accountable to perform daily activities to coordinate retail separately managed account processes such as onboarding, maintenance, 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 on boarded new client account. Accountable for issue identification, root cause analysis and recommending and executing viable solutions.
Key Responsibilities- 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 on-boarding new accounts, maintenance events, and account terminations. 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.
- 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.
Preferred Qualifications- 1-3 years' experience in the financial services industry
- Client onboarding experience
- Experience with separately managed accounts
Visa SponsorshipApplicants 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 CollaborationWe are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay SalaryThe 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. 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/Part-TimeFull time
Exempt/Non-ExemptExempt
Job Family GroupMutual Fund Operations
Line of Business AMINV US Asset Management
