Назад
Company hidden
7 часов назад

Sr Client Admin Analyst

66 700 - 75 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

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

hirify.global 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.

Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →