Lead Client Onboarding Ameriprise Financial Services, LLC

3.0 - 7.0 years

0 Lacs

noida, all india

On-site

Role Overview: You will work with the Client Onboarding team to support the coordination of onboarding and offboarding for EMEA Institutional clients supported by Client Change, Product and Client Services Ops. Your main responsibilities will include attending activity pipeline meetings with various teams, understanding client requirements, coordinating internal stakeholders and external suppliers, monitoring and processing onboarding activities, providing clear communication throughout the events, building relationships within the organization, identifying improvements to processes, and ensuring a smooth handover of clients within the team. Key Responsibilities: - Attend activity pipeline m...

Posted 4 days ago

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Lead Client Onboarding Ameriprise Financial Services, LLC

3.0 - 7.0 years

0 Lacs

noida, uttar pradesh

On-site

You will work with the Client Onboarding team to support the coordination of onboarding and offboarding for EMEA Institutional clients supported by Client Change, Product and Client Services Ops. Your responsibilities will include: - Attending activity pipeline meetings with Client Onboarding, Client Change, Client Services, and Client Management teams to understand upcoming client activity - Working with Client Management to fully understand the clients" requirements - Identifying and coordinating all internal stakeholders and external suppliers involved in each event - Monitoring and processing onboarding Pooled LDI and/or OEIC Institutional clients, or termination of these clients, coordi...

Posted 2 months ago

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