Client Administration Analyst

Client & Account Administration Analyst

Columbia Management, an Ameriprise Financial company, is seeking a Client & Account Administration Analyst. The position is accountable to perform daily activities for separately managed retail client accounts - onboarding, maintenance, and termination events. Gather and validate data from multiple internal and external sources, 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.

Key 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 boarding 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.

Required Qualifications

• Bachelor's degree or equivalent work experience.
• 1-3 years' experience in the financial services industry
• Strong oral and written communications skills.
• Solid understanding onboarding processes and steps
• Able 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.

Preferred Qualifications

• Client Onboarding experience
• Knowledge of Separately Managed Accounts

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).

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.

The estimated base salary for this role is $52,500 - $92,100 / 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.

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

Columbia Threadneedle 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.