Senior Client Administration Analyst

AmeripriseMinneapolis, MN
Hybrid

About The Position

Coordinate client facing processes across various audiences effectively guiding process and issue resolution. Gather information/data, evaluate for completeness and and accurately perform processes. Perform assigned responsibilities, including quality review for routine processes, assist in workflow management. Support new product initiatives, and re-engineering efforts. Accountable for issue identification, root cause analysis and recommending and executing viable solutions.

Requirements

  • Bachelor’s degree or equivalent work experience.
  • 3-5 years’ experience in the financial services industry.
  • 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.
  • 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).

Responsibilities

  • Pro-actively identify issues, develop well thought out and viable solutions for complex issues that are in line with our core competencies, and established processes.
  • Understand impacts of executing solutions and provide appropriate escalation when clients expectations are at risk or can not be met.
  • Obtain appropriate approvals and alignment from stakeholders and leaders for exception processes.
  • Provide coordination across various internal and external business and operations teams to ensure alignment and readiness for client facing events, product and business initiatives.
  • Conduct external/internal party discussion, providing subject matter expertise, including strong understanding of upstream and downstream process impacts.
  • Identify and drive issue resolution.
  • Perform assigned daily and periodic processes to gather, quality review, and disseminate data.
  • Ensure all processes are performed in accordance with established procedures, practices and policies and within established service level standards.
  • Perform review and approval processes for key or high risk processes.
  • Execute business initiatives, re-engineering efforts and product initiatives by developing procedures, work flows and performing user acceptance testing.
  • Complete cross training and back up responsibilities.
  • Complete retention of records, work and other information, following established procedures and policies.

Benefits

  • vacation time
  • sick time
  • 401(k)
  • health, dental and life insurances
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service