Sr Client Admin Analyst

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year‑end 2024. Our team of 22,000 people across 19 countries serves more than 3.5 million individual, small‑business and institutional clients. We are a longstanding 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, Columbia Threadneedle Investments and River Source Insurance and Annuities.

Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

This position is accountable for the overall facilitation of Columbia Threadneedle Institutional client and account onboarding activities across multiple operations and business units to ensure a successful client experience. The role also supports maintenance and off‑boarding of client accounts.

• Lead the onboarding of client accounts: gather account instructions, assess impact, communicate requirements, track implementation, and manage record retention.
• Ensure account activity is achieved with quality, accuracy, and within established service levels.
• Coordinate across various business and operations teams to align and prepare for client‑facing events.
• Communicate as subject‑matter expert across multiple audiences.
• Identify issues proactively and develop viable solutions aligned with core competencies and established processes.
• Apply internal controls, compliance requirements and required policies and procedures.
• Lead and perform special project work across business lines as needed.
• Perform reporting tasks and identify process improvements to create efficiencies and reduce errors.
• Provide coaching, training and direction to staff.
• Maintain relationships with external and internal partners and clients to achieve goals.
• Ensure policies and procedures are current and oversee their compliance.
• Provide execution support to business‑driven initiatives and projects related to operations.

• Associate’s degree or equivalent.
• 3 – 5 years of experience.
• Strong oral and written communication skills.
• Problem‑solving, investigative and follow‑through abilities.
• Solid understanding of portfolio accounting / investment operations activities.
• Ability to work effectively under pressure, meet deadlines, and manage multiple priorities.
• Ability to work with limited 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).

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; specific requirements will be discussed during the hiring process.

The estimated base salary for this role is $66,700 – $75,000 per year. Compensation may vary based on job‑related knowledge, skills, experience, and geographical work location. Most roles are eligible for variable pay in the form of bonus, commissions, and/or long‑term incentives depending on the role. A comprehensive benefits program supports health and well‑being, including vacation time, sick time, 401(k), and health, dental, and life insurances.

Full time; exempt.

Ameriprise Financial 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.