Columbia Threadneedle Investments · 22 hours ago
Client Administration Analyst
Boston, MA
Full-time
Onsite
Entry, Mid Level
$65K/yr - $75K/yr
1+ years expColumbia Threadneedle Investments is a diversified financial services leader seeking a Client & Account Administration Analyst. The role involves coordinating client-facing processes, ensuring data accuracy, and providing solutions for onboarding and termination events.
Asset ManagementConsultingFinancial Services
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
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
Columbia Threadneedle Investments
Columbia Threadneedle Investments is an asset management firm.
1001-5000 employees
H1B Sponsorship
Columbia Threadneedle Investments 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 (8)
2024 (6)
2023 (3)
2022 (14)
2021 (6)
2020 (5)
Funding
Current Stage
Late StageRecent News
2025-12-21
2025-12-08
Crowdfund Insider
2025-12-06
Company data provided by crunchbase