Associate - Client Management [Apply in 3 Minutes]

As part of the EMEA Client Management team this role focuses on delivering excellent client service by managing onboarding ongoing support and change processes Responsibilities include handling client queries coordinating with internal teams and transfer agents maintaining accurate records and supporting client communications The role also involves contributing to process improvements data analysis and project coordination Candidates should have 1-3 years of experience in client service within financial institutions strong communication and analytical skills and proficiency in tools like Salesforce and Excel Knowledge of fund management data insights and process automation is a plus Job Purpose Statement Where you ll fit in what our team goals are You will be a part of the EMEA Client Management team and work with other internal teams to ensure client-driven activities processes and outcomes result in an excellent service and experience for our clients Role Responsibilities How you ll spend your time You will own specified client-driven activities processes and outcomes owned by this team always with reference to each client s Agreements and Columbia Threadneedle standards The majority of your time will be spent completing defined activities arising from client queries or periodic ad-hoc events leveraging defined guidelines training materials and operating procedures In addition you will be expected to identify opportunities to improve these processes and work with internal teams to deliver these improvements Your responsibilities will include many or all of the following areas Onboarding Implementation and Change Working with internal teams and Transfer Agents to enable clients to invest in our funds including agent set-up authority to deal and rebate terms Set up clients to receive relevant service deliverables such as periodic reporting and marketing materials Assist Client Managers in clarifying client needs mapping to our service standards surfacing complexities and identifying solutions for bespoke requirements Own processes related to defined client changes such as a direct distributor moving to a sub-distributor relationship via a platform Ongoing Client Management Resolve day-to-day client and Transfer Agent queries either directly or via the relevant Client Manager s Ensure client cash flows and orders are properly vetted and communicated to the relevant internal teams and or Transfer Agents for timely and accurate completion Manage the timely creation and delivery of information required to satisfy document data and other similar requests from clients such as audit Columbia Threadneedle Investment company due diligence and attestation requests Co-ordinate the production delivery and record keeping in the CRM tool of outbound client communications such as shareholder notices and corporate actions Maintain and update Client Management-owned data processes and records ensuring accuracy and confidentiality Projects and other activities Assist in the coordination of client projects including tracking progress managing timelines and ensuring deliverables are met Provide data analysis and insights as required to support project initiatives deliver periodic management information and enable continuous improvements Identify opportunities to improve processes owned by Client Management including automation efficiency scalability and risk reduction and work with internal teams to deliver those improvements Manage and or support processes related to Client Management controls and governance such as vendor risk assessments and quality checks Support processes related to client complaints and client-related risk events Participate in training programs to continuously improve skills and knowledge related to client management and the industry Key Capabilities To be successful in this role you will have 1-3 years of experience working in client service client onboarding within financial institutions preferably in asset management Bachelor s degree in Finance Business management or equivalent Strong verbal and written English language proficiency The ability to multi-task in usage of different applications and tools including Salesforce Excel Teams Outlook among others Strong analytical and problem-solving skills Strong collaborative and team-working skills The ability to effectively liaise with stakeholders across the business as required to resolve requests issues in a timely manner Strong attention to detail ensuring full record keeping notification escalation tracking and follow up of all incidents Excellent listening skills and assertive empathetic approach to dealing with stakeholders within the business Good self-organisational and time management skills ability to work under pressure to short deadlines Desired Capabilities If you also had this it would be great An understanding of fund management financial instruments administration processes performance analysis and reporting Experience of data analysis and insights with complex data sets Experience of process improvement and automation 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 2 00p-10 30p India Business Unit AWMPO AWMP S President s Office Job Family Group Sales