Sr Client Admin Analyst

Ameriprise Financial Services, LLC; Boston (MA); On-site; USD 67,000 - 75,000; Full time

Job summary

Ameriprise Financial Services, LLC in Boston seeks an onboarding specialist to drive Columbia Threadneedle Institutional client account onboarding and ongoing maintenance. You will coordinate across operations, ensure quality and compliance, and support off-boarding when needed.

The role requires strong communication, problem solving, and the ability to manage multiple priorities in a collaborative team environment. In-office collaboration is expected four days per week.

Qualifications

• Associate's degree or equivalent.
• 3–5 years experience.
• Strong oral and written communications.
• Ability to problem solve, investigate, and resolve.
• Solid understanding of portfolio accounting/investment operations.
• Ability to work under pressure, meet deadlines, manage priorities.
• Ability to work with limited direction in a team environment.

Responsibilities

• Lead onboarding of client accounts through gathering instructions, assessing impact, and tracking implementation.
• Ensure account activity is delivered with quality and within service levels.
• Coordinate across business and operations teams for client-facing events.
• Provide subject matter expertise across audiences.
• Identify issues and develop viable, policy-aligned solutions.
• Ensure internal controls and compliance with required policies and procedures.
• Lead special cross-business projects and perform reporting tasks.
• Identify and implement process improvements to reduce errors.
• Coach and train staff and provide direction.
• Maintain relationships with external and internal partners and clients.
• Provide SME support to initiatives and projects related to operations.

Skills

Communication

Problem solving

Pressure handling

Teamwork

Attention to detail

Education

Associate's degree or equivalent

Job description

About Our Company

We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

This position is accountable for the overall facilitation of Columbia Threadneedle Institutional client and account on-boarding activities across multiple operations and business units to ensure for a successful client experience. In addition, the role will also provide support in maintenance and off-boarding of client accounts.

Key Responsibilities

• As a member of the Ameriprise Trust Company, perform the day-to-day function of independently leading the onboarding of client accounts through gathering account instructions, assessing impact, communicating requirements, tracking implementation and managing record retention.
• Facilitate and ensure account activity is achieved with quality, accuracy and within established service levels.
• Provide coordination across various business and operations teams to ensure alignment and readiness for client facing events.
• Provide subject matter expertise, effectively communicating across multiple audiences.
• Accountable for proactive identification of issues, developing well thought out and viable solutions that are in line with core competencies and established processes
• Ensure application of internal controls, compliance requirements and required policies and procedures.
• Lead and perform special project work including across business lines as needed.
• Perform reporting tasks as needed.
• Identify and implement process improvements to create efficiencies and reduce errors.
• Provide coaching and training of the staff and work direction.
• Maintain relationships with external and internal partners and clients to achieve goals.
• Ensure policies and procedures are current and providing oversight of policies and procedures to meet compliance requirements.
• Provide subject matter expertise and execution support to business-driven initiatives, internal partners, leadership or projects related to operations as necessary.

Required Qualifications

• Associate's degree or equivalent
• 3 - 5 years experience
• Strong oral and written communications skills.
• Ability to problem solve, investigate, and follow through to effective resolution.
• Solid understanding of portfolio accounting/investment operations activities.
• Ability to work effectively under pressure, meeting deadlines, and managing multiple priorities.
• Ability to work with limited work direction and function effectively in a team environment.

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

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 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 Salary

The estimated base salary for this role is $66,700- $75,000 / 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-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Mutual Fund Operations

Line of Business

AMINV US Asset Management

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, 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.