In this role you will ensure our 3rd party Transfer Agency providers are delivering as per agreed service levels and contracts, leading to best in class investor and stakeholder outcomes.Utilize oversight tools to monitor and promote successful supplier performance by: Management of 3rd party provider; including day to day management of escalations, monitoring of Key Performance Indicators and Management Information, taking appropriate action where trigger points are crossed.Demonstrate subject matter expertise when handling supplier escalations. These are typically (but not limited to) AML/KYC, Account Opening, Dealing, Complaint, Settlement, general Investor Servicing and escalations of a regulatory or compliance nature.Uphold our robust Risk & Controls framework ensuring that Governance related activities are completed in a timely manner and adequately documented.Assist with periodic on-site thematic and process reviews.Identify supplier enhancement opportunities, engage with key relevant stakeholders keeping them appraised throughout the delivery process.Maintain issues logs, complete root cause analysis and monitor for thematic trends. Drive early resolution through attendance at regular internal and external meetings and uphold direct contact with the parties involved.Provide support to Columbia Threadneedle’s global distribution and operational teams.General administrative activity including review of fee invoices from 3rd party providers, address and resolving day to day issues as raised by the Columbia Threadneedle business and suppliers, effectively escalating matters which cannot be resolved.Develop an open and effective working relationship with key Columbia Threadneedle functions including Distribution, Marketing, Finance, Risk & Compliance, Change Management and Investment Operations.To be successful in this role you will have...Prior experience of working within an outsourced third-party supplier, transfer agency relationship or inhouse servicing model concerning fund administration.Outcomes focused, delivering excellence in a deadline and investor outcomes driven environment.Demonstrates the ability to work on a range of items simultaneously, proactively managing and prioritizing a significant and often changeable workload.If you also had this, it would be great…An understanding of Fund Industry practices and Transfer Agency operations with prior experience of OEIC, Unit Trust or Investment Trust administrative processing.A desire to continually improve your knowledge of the Columbia Threadneedle product range, our investor requirements and wider industry level challenges, discussion points and solutions.Experience of working in a financial services environment where the consideration and understanding of Client Vulnerability was front and Centre.Quick learner with the ability and willingness to pick up new processes and challenges.Identify problems and escalate options for resolution with recommendations, tracking to conclusion.An excellent communicator who can effectively express ideas and requirements orally and in writing, both formally and informally.A strong team player with the ability to form collaborative cross-functional working relationships both within Columbia Threadneedle and at our suppliers.Analytical approach to problem solving and ability to identify, present and mitigate areas of risk.Demonstrates attention to detail their day-to-day activities.
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 GroupMutual Fund Operations
