Sr Client Admin Analyst

Threadneedle group; Minneapolis, Northern (MN, KY); Hybrid; USD 67,000 - 75,000; Full time

Benefits offered by this job

401(k)

Health, dental and life insurance

Paid time off

Job summary

Ameriprise Financial is seeking an onboarding specialist to lead the onboarding of Columbia Threadneedle Institutional client accounts, coordinating across operations to ensure accuracy and timely setup.

You will apply internal controls, support client transitions, identify process improvements, and mentor staff. The role requires strong communication, problem solving, and the ability to manage multiple priorities in a collaborative, client-focused environment.

Qualifications

• Associate's degree or equivalent.
• 3–5 years experience in relevant field.
• Strong oral and written communications.
• Ability to problem solve and investigate to resolution.
• Solid understanding of portfolio accounting/investment operations.

Responsibilities

• Lead onboarding of client accounts, gathering instructions, assessing impact, and tracking implementation.
• Coordinate across teams to ensure readiness for client-facing events.
• Ensure internal controls, compliance requirements and policies are applied.
• Identify and implement process improvements to create efficiencies and reduce errors.
• Provide coaching and training to staff and maintain relationships with partners.

Skills

Communication

Problem solving

Portfolio accounting

Multitasking

Teamwork

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.

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.

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