Client Admin Analyst at Ameriprise Financial Services, LLC

Noida, Uttar Pradesh, India -

Full Time

Start Date

Immediate

Expiry Date

02 Oct, 26

Salary

0.0

Posted On

04 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Portfolio Accounting, Investment Operations, Client Onboarding, Account Maintenance, Stakeholder Collaboration, MS Excel, MS Word, MS PowerPoint, SharePoint, Trade Processing, Organizational Acumen, Attention To Detail

Industry

Financial Services

Description

About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP. Job Description Responsible for managing end-to-end life cycle of client account activities - including on boarding, on-going maintenance, and termination. Role requires high level of organizational acumen and attention to detail to ensure operational accuracy. Effective collaboration with internal and external stakeholders for seamless communication, resolve issues proactively, and uphold service standards. Manage end-to-end on boarding process across diverse account types, ensuring all required documentation is accurately collected, validated and efficiently processed. Foster collaboration with cross-functional teams for smooth transition of on boarding process and in alignment and adherence with company policies. Manage and coordinate continuous maintenance for client accounts. Clear Communication to internal and external stakeholders about the changes. Maintain diligent tracking and ensure completion in adherence to company policy and procedures. Manage the termination of client accounts, ensuring all actions are executed with accuracy and in adherence to company policy and procedures. Complete cross-functional expertise and serve as a backup resource to enhance team agility across all supported business operations. Process daily and ad hoc trades with accuracy and in accordance with company policies/procedures. Required skill set MBA (Finance) incumbent with at least 1–3 years of professional experience. Solid understanding of portfolio accounting/investment operations activities including client on boarding. Strong written and verbal communication skills. Ability to take initiative and remain team player, act proactively, and think creatively. Ability to work independently following established policies and procedures. Must have good MS office skills viz. MS Excel, word, PPT, share point etc. 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. In-Office Collaboration 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 three (3) days per week, with flexibility to work from home two (2) days 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. Full-Time/Part-Time Full time Timings (4:45p-1:15a) India Business Unit AWMPO AWMP&S President's Office Job Family Group Mutual Fund Operations Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, 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. 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 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.

Responsibilities

Manage the end-to-end lifecycle of client accounts, including onboarding, ongoing maintenance, and termination. Coordinate with internal and external stakeholders to ensure operational accuracy and process daily trades according to company policy.