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 1–3 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 StatementWhere you’ll 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 ResponsibilitiesHow you’ll spend your time…You will own specified client-driven activities, processes and outcomes owned by this team, always with reference to each client’s 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 ChangeWorking with internal teams and Transfer Agents to enable clients to invest in our funds, including agent set-up, authority to deal and rebate termsSet up clients to receive relevant service deliverables such as periodic reporting and marketing materialsAssist Client Managers in clarifying client needs, mapping to our service standards, surfacing complexities and identifying solutions for bespoke requirementsOwn processes related to defined client changes, such as a direct distributor moving to a sub-distributor relationship via a platformOngoing Client ManagementResolve 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 completionManage 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 requestsCo-ordinate the production, delivery and record keeping in the CRM tool of outbound client communications such as shareholder notices and corporate actionsMaintain and update Client Management-owned data, processes and records, ensuring accuracy and confidentialityProjects and other activitiesAssist in the coordination of client projects, including tracking progress, managing timelines, and ensuring deliverables are metProvide data analysis and insights as required to support project initiatives, deliver periodic management information and enable continuous improvementsIdentify opportunities to improve processes owned by Client Management, including automation, efficiency, scalability and risk reduction, and work with internal teams to deliver those improvementsManage and/or support processes related to Client Management controls and governance, such as vendor risk assessments and quality checksSupport processes related to client complaints and client-related risk eventsParticipate in training programs to continuously improve skills and knowledge related to client management and the industryKey CapabilitiesTo 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 managementBachelor’s degree in Finance, Business management or equivalentStrong verbal and written English language proficiencyThe ability to multi-task in usage of different applications and tools including Salesforce, Excel, Teams, Outlook among othersStrong analytical and problem-solving skillsStrong collaborative and team-working skillsThe ability to effectively liaise with stakeholders across the business as required to resolve requests/ issues in a timely mannerStrong attention to detail, ensuring full record keeping, notification, escalation, tracking and follow up of all incidentsExcellent listening skills and assertive, empathetic approach to dealing with stakeholders within the businessGood self-organisational and time management skills; ability to work under pressure to short deadlinesDesired CapabilitiesIf you also had this, it would be great…An understanding of fund management, financial instruments, administration processes, performance analysis and reportingExperience of data analysis and insights with complex data setsExperience 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 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-TimeFull timeTimings(2:00p-10:30p)India Business UnitAWMPO AWMP&S President's OfficeJob Family GroupSales
