Client Admin Analyst

You will be responsible for managing the end-to-end life cycle of client account activities, which includes on boarding, on-going maintenance, and termination. Your role will require a high level of organizational acumen and attention to detail to ensure operational accuracy. Effective collaboration with internal and external stakeholders is essential for seamless communication, resolving issues proactively, and upholding service standards. Your responsibilities will include managing the on boarding process across diverse account types, ensuring all necessary documentation is accurately collected, validated, and efficiently processed. You will need to foster collaboration with cross-functional teams to ensure a smooth transition during the on boarding process while aligning with company policies. Additionally, you will manage and coordinate continuous maintenance for client accounts, communicating clearly with internal and external stakeholders about any changes. It will be crucial to maintain diligent tracking and ensure completion in adherence to company policy and procedures. Another important aspect of your role will involve managing the termination of client accounts, ensuring that all actions are executed accurately and in adherence to company policy and procedures. You will be expected to have solid understanding of portfolio accounting/investment operations activities, including client on boarding. Strong written and verbal communication skills are essential, along with the ability to take initiative, act proactively, and think creatively. Working independently following established policies and procedures will be required. Proficiency in MS Office tools such as Excel, Word, PowerPoint, and SharePoint is necessary. You should be able to work effectively under pressure, meet deadlines, and manage multiple priorities. Working with limited direction and functioning effectively in a team environment are also key aspects of this role. Ameriprise India LLP has been providing client-based financial solutions for 125 years, helping clients plan and achieve their financial objectives. As a U.S.-based financial planning company headquartered in Minneapolis with a global presence, the firm focuses on Asset Management and Advice, Retirement Planning, and Insurance Protection. Join an inclusive, collaborative culture that rewards contributions and offers opportunities to work with other talented individuals who share your passion for great work. Make your mark in the office and in your community by creating a career at Ameriprise India LLP.,