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.

Job Description This position is accountable for the overall facilitation of Columbia Threadneedle Institutional client and account on-boarding activities across multiple operations and business units to ensure for a successful client experience. In addition, the role will also provide support in maintenance and off-boarding of client accounts.

• As a member of the Ameriprise Trust Company, perform the day-to-day function of independently leading the onboarding of client accounts through gathering account instructions, assessing impact, communicating requirements, tracking implementation and managing record retention.
• Facilitate and ensure account activity is achieved with quality, accuracy and within established service levels.
• Provide coordination across various business and operations teams to ensure alignment and readiness for client facing events.
• Provide subject matter expertise, effectively communicating across multiple audiences.
• Accountable for proactive identification of issues, developing well thought out and viable solutions that are in line with core competencies and established processes.
• Ensure application of internal controls, compliance requirements and required policies and procedures.
• Lead and perform special project work including across business lines as needed.
• Perform reporting tasks as needed.
• Identify and implement process improvements to create efficiencies and reduce errors.
• Provide coaching and training of the staff and work direction.
• Maintain relationships with external and internal partners and clients to achieve goals.
• Ensure policies and procedures are current and providing oversight of policies and procedures to meet compliance requirements.
• Provide subject matter expertise and execution support to business-driven initiatives, internal partners, leadership or projects related to operations as necessary.

• Associate's degree or equivalent
• 3 - 5 years experience
• 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).

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.…