Associate - Client Management

Job Description

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 13 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 youll 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 youll spend your time

You will own specified client-driven activities, processes and outcomes owned by this team, always with reference to each clients 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

Bachelors 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 firms 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. Youll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you&aposre 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&aposs Office

Job Family Group

Sales

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