Lead Client Onboarding

4 days ago

Noida, Uttar Pradesh, India Ameriprise Financial Full time ₹ 9,00,000 - ₹ 12,00,000 per year

To work with the Client Onboarding team to support the coordination of onboarding and offboarding for EMEA Institutional clients supported by Client Change, Product and Client Services Ops.

Working with teams at the client, internally and at external service providers ensure the accurate execution of such events in a timely fashion.

  • Attend activity pipeline meetings with Client Onboarding, Client Change, Client Services and Client Management teams to understand up-coming client activity

  • Work with Client Management to get a full understanding of the client's requirement

  • Identify and coordinate all internal stakeholders and external suppliers involved in each event

  • Monitor and process onboarding Pooled LDI and/or OEIC Institutional clients, or termination of these clients, co-ordinating with Client Management, CTI operations and Client Services and completing the administration for these activities to ensure the details are captured correctly and the activities are successfully completed in a timely manner

  • Provide clear and concise communication throughout the lifecycle of the events and ensure the relevant actions are completed for timely delivery

  • Build relationships around the organisation e.g. Client Management, Client Change, Global Fund Services, Legal, Investment Ops, Data Management, GOIS Operations and Investment Desks to facilitate the smooth execution of client events

  • Identify, agree and implement improvements to the Onboarding/change processes whilst, ensuring existing procedures and checklists are adhered to and completed

  • Work with the Client Services team to ensure a clean handover of clients within the team

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

Mutual Fund Operations

  • Lead Client Onboarding

    5 days ago

    Noida, Uttar Pradesh, India Ameriprise Financial Services, LLC Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    To work with the Client Onboarding team to support the coordination of onboarding and offboarding for EMEA Institutional clients supported by Client Change, Product and Client Services Ops.Working with teams at the client, internally and at external service providers ensure the accurate execution of such events in a timely fashion.• Attend activity...

  • Analyst- Client Onboarding

    12 hours ago

    Noida, Uttar Pradesh, India Barclays Full time ₹ 4,50,000 - ₹ 12,00,000 per year

    Job Description Purpose of the role To support Wholesale Onboarding with day-to-day processing, reviewing, reporting, and issue resolution. Accountabilities Support with day-to-day Wholesale Onboarding initiatives including KYC processing, reviewing (which can include Quality Checking), reporting, trading and issue resolution. Collaboration...

  • Client Relationship Lead

    2 weeks ago

    Noida, Uttar Pradesh, India CXC Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Ideal candidate would beApplied business knowledge to streamline service delivery processes; used management concepts to scale a support or service team.Managed client-facing service operations; resolved escalations while meeting SLAs; supported the transition of services into a centralized hub.Ensured processes met regulatory requirements in different...

  • KYC Onboarding Analyst

    2 weeks ago

    Noida, Uttar Pradesh, India Barclays Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Embark on a transformative journey as a KYC Onboarding Analyst at Barclays, where you'll play a pivotal role in shaping the future. In this pivotal role you will manage operations within a business area and maintain processes, risk management initiatives and compliance with relevant regulators. You will take ownership of your work, ensuring it aligns with...

  • Hiring || US Onboarding ||

    10 hours ago

    Noida, Uttar Pradesh, India Innova Solutions Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesAssist with shadowing, training, and mentorship to new onboarding specialists.When volume allows, participate in initiatives, testing, and implementation of new systems and processes.Collaborate and partner with internal employees and maintain a high level of process quality and consistency while administering the onboarding for your...

  • Client Servicing Lead

    2 weeks ago

    Greater Noida, Uttar Pradesh, India Golden Opportunities Pvt Ltd Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Lead and manage the Shared Service Centre team, ensuring smooth day-to-day operations Oversee, onboarding, compliance, and lifecycle management for contingent workforce clientsManage recognition initiatives that highlight outstanding performance and contributions, creating a culture of appreciation and recognition through regular reward programs,...

  • Product Onboarding Specialist

    7 days ago

    Noida, Uttar Pradesh, India Quick Dry Cleaning Software Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    OpportunityAs a part of the customer success team your goal is to provide an exceptional customer onboarding experience, providing them step-by-step tutorials, unlimited guidance and support. It involves taking customers from that very first initial contact to make sure he becomes a champion user driving product adoption and ultimately...

  • KYC Trainer Wholesale Onboarding

    10 hours ago

    Noida, Uttar Pradesh, India Manning Consulting Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Job Title: Training AnalystLocation: NoidaPackage: up to 12 LPAKey ResponsibilitiesDesign and deliver targeted training programmes, workshops, and coaching sessions for WCOB (Wholesale Client Onboarding) KYC teams.Conduct training needs analysis to identify knowledge and skill gaps within client onboarding processes.Monitor the effectiveness of training,...

  • Doctor Onboarding

    4 days ago

    Noida, Uttar Pradesh, India Visit Health Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    About Visit: Visit App is a 360° integrated, full-stack & highly engaging Health Benefits Platform that holistically covers preventive to curative care through:● Daily Health Goals Management & Wellness (Step Tracking, Sleep Tracking, Calorie Counter, Risk Profiling etc.)● Live/Recorded Sessions, Nutrition & Rewards Program● Employee Assistance...

  • Client Servicing Manager/Client Account Manager

    4 weeks ago

    Noida, Uttar Pradesh, India Mad Influence Full time

    Job Title: Client Servicing Manager (Influencer Marketing)Location: Noida, India (On-site)About Us:Step into the vibrant world of Mad Influence—a leading 360-degree influencer marketing agency headquartered in Noida. We're on a mission to spark culturally relevant, high-impact campaigns that resonate globally. With over 10,000 successful campaigns and...