Job Title
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.
Key Responsibilities
- 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.
Required Qualifications
- 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).
The estimated base salary for this role is $66,700- $75,000 / 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.
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.
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