Description

Columbia Management, an Ameriprise Financial company, is seeking a Client & Account Administration Analyst.

The position is accountable to perform daily activities for separately managed retail client accounts - onboarding, maintenance, and termination events. Gather and validate data from multiple internal and external sources, evaluate and determine if the data is accurate, and then produce the final deliverable such as a successfully onboarded new client account. Accountable for issue identification, root cause analysis, and recommending and executing viable solutions.

Key Responsibilities

Manage the on boarding process for multiple accounts types, ensuring necessary documentation is collected, verified and processed in a timely and accurate manner. Collaborate with internal teams to ensure a smooth on boarding for the client. Ensure on onboarding processes adhere to company policies/procedures to mitigate risk.