Client Administration Analyst

Ameriprise•Charlotte, NY

4d•Hybrid

About The Position

Columbia Management, an Ameriprise Financial company, is seeking a Client & Account Administration Analyst. The position is accountable to perform daily activities for separately managed accounts 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 onboarded new client account. Accountable for issue identification, root cause analysis, and recommending and executing viable solutions.

Requirements

Bachelor’s degree or equivalent work experience.
1-3 years’ experience in the financial services industry
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.
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).

Nice To Haves

Client relationship management experience
Familiarity with Blackrock, Vermilion Reporting Suite, MoneyMate
Institutional Reporting experience
Knowledge of accounting and portfolio analytics

Responsibilities

Manage the on boarding process for multiple accounts types, ensuring necessary documentation is collected, verified and processed in a timely and accurate manner.
Collaborate with internal teams to ensure a smooth on boarding for the client.
Ensure on onboarding processes adhere to company policies/procedures to mitigate risk.
Manage ongoing account maintenance, including updates to client accounts.
Notify internal and external stakeholders of the change (s) and track the changes to completion.
Manage the terminations for client accounts and ensure accurate closure of the accounts.
Ensure adherence to company policies and procedures are met while handling and processing the account closure.
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.