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Ameriprise Financial Services, LLC · 1 month ago

Client Administration Analyst

47006 Boston - 290 Congress St

Full-time

Hybrid

Entry Level

$65K/yr - $75K/yr

1+ years exp

Ameriprise Financial Services, LLC is a diversified financial services leader with a focus on managing and protecting assets for clients. The Client Administration Analyst role involves coordinating institutional client-facing processes, ensuring accuracy in data handling, and providing solutions to issues that arise during client onboarding and reporting.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Responsibilities

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

Qualification

Financial services experienceAnalytical skillsProcess improvementMS Excel proficiencyMS PowerPoint proficiencyLeadership competenciesProactive responsivenessCommunication skillsCross-collaborationCritical thinking

Required

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

Benefits

Vacation time

Sick time

401(k)

Health, dental and life insurances

Company

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

https://www.kpsinc.net

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (105)

2024 (74)

2023 (62)

2022 (105)

2021 (82)

2020 (73)