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Columbia Threadneedle Investments · 5 days ago

Sr Associate-Broker/Dealer

Boston, MA

Full-time

Onsite

Entry, Mid Level

$60K/yr - $70K/yr

1+ years exp

Columbia Threadneedle Investments is a diversified financial services leader with over $1.5 trillion in assets. The Sr Associate-Broker/Dealer role involves monitoring the Broker/Dealer team's daily work, ensuring service standards are met, and acting as a liaison with various departments to implement improvements and manage operational issues.

Asset ManagementConsultingFinancial Services

Work & Life Balance

Responsibilities

Monitor and delegate the daily work for the team to ensure that standards of service are met

Utilize administrative and management functions in AWD and other reporting to manipulate activities, queues, and tasks for the timely completion of work

Quality controls outgoing correspondence and financial transactions to ensure accuracy

Act as the primary resource for team members when they are faced with questions and issues

Assist with the monitoring and reporting of system related problems

Act as a liaison with DST and the Providence Call Center

Offer support on operational topics to Strategic Relations, Sales, vendors, and other Departments within Columbia Management

Monitor complex or sensitive requests and issues to ensure accurate and timely completion/resolution

Assist with problems, decisions, and additional responsibilities in the Team Manager's absence

Inform Upper Management of volumes, trends, and training needs noted in the completion of the team's daily work