Job Listing
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| Job ID: 13905723 |
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| Job Location: |
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Public Transportation is Available.
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| How to Apply: | To see employer contact information, log in or register. |
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| Job Title: | Client Administration Analyst (R23_0000001753) |
| Work Type: | Work Days: Weekdays, Work Vary: No , Shift: First (Day), Hours Per Week: 40, Work Type: Regular |
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| Salary Offered: | Minimum $15.00 Hourly |
| Benefits: | Unspecified. |
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| Physical Required: | Unspecified |
| Drug Testing Required: | Unspecified |
| Education Required: | Associate's Degree |
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| Experience Required: | 24 Months |
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| Required Skills: | About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Mutual Fund Operations
Line of Business
AMINV US Asset Management |
| Preferred Skills: |
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| Job Description: |
Columbia Management, an Ameriprise Financial company, is seeking a Client & Account Administration Analyst to be based in Minneapolis, MN.
The position is accountable to perform daily activities to coordinate institutional client facing processes such as client reporting, on boarding 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 on boarded new client account or a client report package. Accountable for issue identification, root cause analysis and recommending and executing viable solutions.
Key Responsibilities
Focus on the production oversight of Performance and Reporting business as usual deliverables and issues which impact reporting deliverables.Responsible for day-to-day monitoring of timely and accurate information inputs needed across deliverables to ensure they are on track.
Review Performance impacted issue and impact on reports. Communicate issue to client reporting.
Monitoring of performance and reporting metrics as well as the impact performance's metrics have on reporting.
Ensure tasks and resources are assigned, monitor progress to ensure goals are on track, proactively identify and minimize issues/risks, and provide management and/or organizational updates and status reporting.
Initiate deep dive analysis to determine root causes of any late reports with corresponding remediation for prioritization.
Support client change process with investor reporting.
Communicate mandate changes to reporting.
Assist project orientated initiatives to support performance and reporting goals.
Root cause analysis and initiatives over North America.
Required Qualifications
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.
Preferred Qualifications
Client relationship management experience
Familiarity with Blackrock, Vermilion Reporting Suite, MoneyMate
Institutional Reporting experience
Knowledge of accounting and portfolio analytics
Refer to ID when applying |
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