7 часов назад
Sr Client Admin Analyst
66 700 - 75 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr Client Admin Analyst (Investment Operations): Leading institutional client and account onboarding across operations and business units with an accent on account instructions, implementation tracking, record retention, and compliance. Focus on coordinating client-facing activities, resolving operational issues, improving processes, and maintaining accurate portfolio accounting operations.
Location: Minneapolis, Minnesota; hybrid schedule with at least four days per week in the office and up to one day working from home.
Base salary: $66,700–$75,000 per year, with potential variable compensation depending on the role.
Company
is a diversified financial services company providing financial planning and advice, asset management, and insurance services through businesses including Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
What you will do
- Lead institutional client and account onboarding by gathering instructions, assessing impacts, communicating requirements, tracking implementation, and managing record retention.
- Coordinate account activity across business and operations teams to meet quality standards and established service levels.
- Support client account maintenance, off-boarding, reporting, and special projects across business lines.
- Identify operational issues, develop effective solutions, and provide subject matter expertise to internal and external partners.
- Maintain internal controls, compliance procedures, policies, and documentation.
- Implement process improvements, coach staff, and provide work direction and training.
Requirements
- Associate’s degree or equivalent.
- 3–5 years of relevant experience.
- Strong oral and written communication skills.
- Ability to investigate problems, follow through, manage multiple priorities, and meet deadlines under pressure.
- Solid understanding of portfolio accounting and investment operations.
- Must have valid United States work authorization that does not now or in the future require employment visa sponsorship.
Culture & Benefits
- Client-centric, relationship-based environment focused on face-to-face collaboration and in-person teamwork.
- Vacation and sick time.
- 401(k) plan.
- Health, dental, and life insurance.
- Pay-for-performance compensation philosophy with potential bonuses, commissions, or long-term incentives.
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