Senior Associate - Client Management Support

Threadneedle group; Hinoba-an; Hybrid; PHP 789,000 - 1,183,000; Full time

Job summary

Ameriprise India LLP seeks a Client Management professional to own onboarding and ongoing client service processes within assets management. You will coordinate with internal teams and transfer agents to ensure accurate service delivery and compliance with client agreements.

Responsibilities include handling client queries, managing documentation, and driving improvements in processes and controls, with a strong emphasis on data accuracy and stakeholder communication.

Qualifications

• 3-5 years of experience in client service/onboarding within financial institutions.
• Bachelor’s degree in Finance, Business management or equivalent.
• Strong verbal and written English proficiency.
• Ability to multi-task across applications such as Salesforce, Excel, Teams, Outlook.
• Strong analytical and problem-solving skills.
• Collaborative and team-oriented mindset.
• Ability to liaise with stakeholders to resolve requests promptly.
• Attention to detail with thorough record keeping and follow-up.
• Excellent listening skills and an empathetic, assertive approach.
• Good self-organisation and time management under tight deadlines.

Responsibilities

• Onboarding, implementation and change management with internal teams and transfer agents.
• Manage client queries, oversee cash flows and orders with internal teams/agents.
• Coordinate data requests and documentation for audits and due diligence.
• Maintain CRM data accuracy and confidentiality; ensure timely communications.
• Coordinate client projects, track timelines and deliverables; provide MI and insights.
• Identify process improvements, automation opportunities and governance controls.

Skills

English proficiency

Salesforce

Excel

Microsoft Teams

Outlook

Analytical skills

Problem solving

Stakeholder management

Attention to detail

Time management

Collaboration

Education

Bachelor’s degree in Finance/Business

Tools

CRM tool

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. 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.

Job Details

Full-Time/Part-Time Full time Timings (2:00p-10:30p) India Business Unit AWMPO AWMP&S President's Office Job Family Group Sales

Equal Opportunity & Inclusion

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.

Company Overview

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth. Explore opportunities within each business and region below.

Ameriprise US | Careers Ameriprise India | Careers Columbia Threadneedle Investments US | Careers Columbia Threadneedle Investments EMEA APAC | Careers RiverSource | Careers

Application Information

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