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Client Administration Analyst (R23_0000001753)
Client Administration Analyst (R23_0000001753)-March 2024
Minneapolis
Mar 28, 2026
About Client Administration Analyst (R23_0000001753)

  Columbia Management, an Ameriprise Financial company, is seeking a Client & Account Administration Analyst to be based in Minneapolis, MN. The position is accountable to perform daily activities to coordinate institutional client facing processes such as client reporting, on boarding and termination events. Gather data from multiple sources and across various internal and external business teams, evaluate and determine if the data is accurate, and then produce the final deliverable such as a successfully on boarded new client account or a client report package. Accountable for issue identification, root cause analysis and recommending and executing viable solutions. Key Responsibilities Accountabilities include: Perform assigned daily and periodic processes in accordance with established procedures, practices, and policies. Gather, review, and accurately perform assigned responsibilities meeting or exceeding established timelines, accuracy levels and other service level goals and benchmarks. Accountable for proactive identification of issues, developing well thought out and viable solutions that are in line with our core competencies, and established processes. Understand impacts of executing solutions and provide appropriate escalation when clients' expectations are at risk or cannot be met. Obtain appropriate approvals and alignment from stakeholders and leaders for exception processes. Provide coordination across various business and operations teams to ensure alignment and readiness for client facing events such as on-boarding new clients, redemption events, scheduled client reporting and special custom or ad hoc reporting needs. Provide subject matter expertise, effectively communicating across multiple audiences. Developed understanding of impacted up-stream and down-stream processes. Complete cross training and back up responsibilities Complete retention of records, work, and other information, following established procedures and policies. Required Qualifications Bachelor's degree or equivalent work experience. 1-3 years' experience in the financial services industry Strong leadership competencies and execution skills by way of cross-collaboration and workflow facilitation with multiple internal business partners. Strong analytical and critical thinking skills with the ability to interpret data, reach conclusions, and act. In-depth knowledge of business operations and processes with ability to conduct process improvement efforts. Strong relationship and communication skills in working with colleagues; ability to present and influence on recommendations. Must be highly responsive and proactive in a fast-paced changing environment. Demonstrated proficiency in MS Excel and PowerPoint. Preferred Qualifications Client relationship management experience Familiarity with Blackrock, Vermilion Reporting Suite, MoneyMate Institutional Reporting experience Knowledge of accounting and portfolio analytics About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

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