Client Administration and Implementation Analyst

FINRA-posted 4 months ago

$85,000 - $115,000/Yr

Hybrid • Milwaukee, WI

Executive, Legislative, and Other General Government Support

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The Client Administration and Implementation Analyst at Allspring Global Investments is a unique opportunity to be at the forefront of institutional client transition management, onboarding, and client life cycle events. This role is perfect for someone who is passionate about delivering superior client experiences and transforming operational processes. You will be a vital contributor to our client service-focused operations, ensuring efficiency, control, and exceptional client satisfaction. We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week.

Facilitating smooth onboarding of institutional clients by collaborating with clients, partners, and internal team members.
Identifying, logging, and tracking key elements of account setup, including unique reporting requirements, compliance restrictions, MFN's, fees, etc.
Leading client lifecycle events, including transitions of client custodians, handling client cash flows, and managing account terminations.
Acting as a central point of contact for a wide range of operational, regulatory, and administrative inquiries.
Reviewing and interpreting legal contracts and agreements, as well as investment guidelines.
Continuously assessing and analyzing accounts for compliance, documentation exceptions, data quality, and maintenance of files and systems.
Leading client service projects and coordinating internally.
Analysing and resolving complex customer service, operational, and systems-related issues.
Building strong business partnerships across various functions.
Partnering with compliance, legal, and risk teams to comply with all relevant regulatory requirements.
Contributing to institutional client operational due diligence questionnaires.
Improving processes & enhancing controls, specifically with the use of technology.
Defining, and documenting procedures, and completing the tasks outlined in the Allspring Operations strategic plan.
Anticipating and providing solutions to complex business and operations challenges.
Contributing to the long-term vision of client, team member, operational, risk, cultural, and financial outcomes.
Ensuring flawless implementation of all compliance and regulatory requirements.
Participating in ongoing reviews of end-to-end business processes to determine where we can simplify and create more efficiencies.
Contributing to our continuous improvement program.

7+ years of experience in institutional account onboarding, transition management / implementation, investment operations project management and/or strategic planning.
Expertise in the asset management industry, specifically experience working with institutional clients.
Experience working with investments, legal, operations, and distribution.
Advanced knowledge of Microsoft applications, including excel, PowerBI, and PowerApps.
Track record of building successful relationships and collaborating with business leaders and partners.
Knowledge of investments including currency FX, multi asset solutions, alternatives, fixed income, and equity.
Experience managing highly complex issues and shepherding solutions across teams.
Proven ability to manage and mitigate risk and make sound decisions.
Ability to drive change toward continuous improvement and excellence.
Excellent verbal, written, and interpersonal communication skills.
Strong planning and execution abilities.
Experience leading efforts with multiple stakeholder groups.
Ability to make timely and independent judgment decisions in a fast-paced environment.
Ability to work effectively in a team environment and across organizational levels.

Base Pay Range: $85,000 - $115,000
Participation in an incentive program linked to performance.

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