Senior Associate - Client Management Support

Ameriprise Financial Services, LLC; Gurugram District; Hybrid; INR 1,200,000 - 1,800,000; Full time

Job summary

Ameriprise India LLP is seeking a client management professional in India to oversee onboarding, ongoing client servicing, and project coordination. You will work with transfer agents, client managers and internal teams to ensure accurate deliverables and strong client experiences.

The role requires 3–5 years in client service in financial services, a bachelor’s degree in Finance or Business, and excellent English communication.

Qualifications

• 3–5 years in client service onboarding within financial institutions.
• Bachelor’s degree in Finance or Business management or equivalent.
• Strong verbal and written English proficiency, detail-oriented.

Responsibilities

• Onboarding, implementation and change activities with clients and teams.
• Ongoing client management: respond to queries, ensure timely data and communications.
• Coordinate projects, analyze data and drive process improvements.

Skills

Client service

Finance knowledge

English proficiency

Multi-tasking

Stakeholder liaison

Attention to detail

Time management

Team collaboration

Education

Bachelor’s degree in Finance or Business

Tools

Salesforce

Excel

Teams

Outlook

Job description

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm's focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm's focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you’re talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Job Description

You will be a part of the EMEA Client Management team and work with other internal teams to ensure client-driven activities, processes and outcomes result in an excellent service and experience for our clients. You will be a part of the EMEA Client Management team and work with other internal teams to ensure client-driven activities, processes and outcomes result in an excellent service and experience for our clients.

Role Responsibilities

How you’ll spend your time…

You will own specified client-driven activities, processes and outcomes owned by this team, always with reference to each client’s Agreements and Columbia Threadneedle standards.

The majority of your time will be spent completing defined activities arising from client queries or periodic/ad-hoc events, leveraging defined guidelines, training materials and operating procedures. In addition, you will be expected to identify opportunities to improve these processes and work with internal teams to deliver these improvements.

Your responsibilities will include many or all of the following areas:

Onboarding, Implementation and Change

• Working with internal teams and Transfer Agents to enable clients to invest in our funds, including agent set-up, authority to deal and rebate terms
• Set up clients to receive relevant service deliverables such as periodic reporting and marketing materials
• Assist Client Managers in clarifying client needs, mapping to our service standards, surfacing complexities and identifying solutions for bespoke requirements
• Own processes related to defined client changes, such as a direct distributor moving to a sub-distributor relationship via a platform

Ongoing Client Management

• Resolve day-to-day client and Transfer Agent queries either directly or via the relevant Client Manager(s)
• Ensure client cash flows and orders are properly vetted and communicated to the relevant internal teams and/or Transfer Agents for timely and accurate completion
• Manage the timely creation and delivery of information required to satisfy document, data and other similar requests from clients, such as audit, Columbia Threadneedle Investment company due diligence and attestation requests
• Co-ordinate the production, delivery and record keeping in the CRM tool of outbound client communications such as shareholder notices and corporate actions
• Maintain and update Client Management-owned data, processes and records, ensuring accuracy and confidentiality

Projects and other activities

• Assist in the coordination of client projects, including tracking progress, managing timelines, and ensuring deliverables are met
• Provide data analysis and insights as required to support project initiatives, deliver periodic management information and enable continuous improvements
• Identify opportunities to improve processes owned by Client Management, including automation, efficiency, scalability and risk reduction, and work with internal teams to deliver those improvements
• Manage and/or support processes related to Client Management controls and governance, such as vendor risk assessments and quality checks
• Support processes related to client complaints and client-related risk events
• Participate in training programs to continuously improve skills and knowledge related to client management and the industry

Key Capabilities

• 3 - 5 years of experience working in client service/ client onboarding within financial institutions, preferably in asset management
• Bachelor’s degree in Finance, Business management or equivalent
• Strong verbal and written English language proficiency
• The ability to multi-task in usage of different applications and tools including Salesforce, Excel, Teams, Outlook among others
• Strong analytical and problem-solving skills
• Strong collaborative and team-working skills
• The ability to effectively liaise with stakeholders across the business as required to resolve requests/ issues in a timely manner
• Strong attention to detail, ensuring full record keeping, notification, escalation, tracking and follow up of all incidents
• Excellent listening skills and assertive, empathetic approach to dealing with stakeholders within the business
• Good self-organisational and time management skills; ability to work under pressure to short deadlines

Desired Capabilities

• An understanding of fund management, financial instruments, administration processes, performance analysis and reporting
• Experience of data analysis and insights with complex data sets
• Experience of process improvement and automation

In-Office Collaboration

We 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 three (3) days per week, with flexibility to work from home two (2) days 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.

Full-Time/Part-Time

Full time

Timings

(2:00p-10:30p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Sales

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. 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.