Client Administration Analyst
Company: Disability Solutions
Posted on: March 21, 2023
Job DescriptionCoordinate client and intermediary facing
processes such as client reporting, onboarding, maintenance and
termination events in partnership with CMIA's Retail Intermediary
Client Onboarding & Administration BPO on board new separately
managed client accounts and new Trust Company Investors.Position
located in New York City, Boston, or
- Perform assigned daily and periodic processes in accordance
with established procedures, practices and policies. Gather, review
and accurately perform assigned responsibilities meeting or
exceeding established timelines, accuracy levels and other service
level goals and benchmarks.
- Accountable for proactive identification of issues, developing
well thought out and viable solutions that are in line with our
core competencies, and established processes. Understand impacts of
executing solutions and provide appropriate escalation when client
expectations are at risk or cannot be met. Obtain appropriate
approvals and alignment from stakeholders and leaders for exception
- Provide coordination across various business and operations
teams to ensure alignment and readiness for client facing events
such as on-boarding, effectively communicating across multiple
audiences. Developed understanding of impacted up-stream and
- Complete cross training and back up responsibilities.
- Complete retention of records, work and other information,
following established procedures and policies.Required
- Strong Microsoft Excel & Access skills.
- Strong oral and written communications skills.
- Solid understanding of the intermediary business and investment
- Able 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.
- Access Database proficiencyAbout Our CompanyMillions of people
around the world rely on Columbia Threadneedle Investments to
manage their money. We're intentionally built to help our clients
succeed, backed by a global team of 2,000 people including more
than 450 investment professionals sharing global perspectives
across all major asset classes and markets. At Columbia
Threadneedle, you'll find the promise we make to our clients is the
same one we make to our employees: Your success is our priority. In
addition to our competitive total rewards package, employees stay
with us because of our culture and commitment to their development.
And, backed by the strength of our parent company, Ameriprise
Financial, we are committed to providing you with the tools,
resources, recognition and rewards to help you shape the career you
want.Ameriprise Financial is an equal opportunity employer. We
consider all qualified applicants without regard to race, color,
religion, sex, national origin, genetic information, age, sexual
orientation, citizenship, gender identity, disability, veteran
status, marital status, family status or any other basis prohibited
Keywords: Disability Solutions, Boston , Client Administration Analyst, Professions , Boston, Massachusetts
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