Client Account Administration Analyst

Client Admin Analyst

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-

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.

About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. 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.

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, veteran status, marital status, family status or any other basis prohibited by law.

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

Experience Level

Senior Level