Join Columbia Threadneedle Investments, an Ameriprise Financial company, in this exciting new position. This role will work in close partnership with the EMEA Client Management team and other internal teams to ensure client-driven activities, processes and outcomes result in an excellent service and experience for our clients.

The majority of your time will be spent completing defined activities arising from client queries or periodic/ad-hoc events, leveraging defined guidelines, training materials and operating procedures. Onboarding, Implementation and Change

Participate in training programs to continuously improve skills and knowledge related to client management and the industry

Ongoing Client Management

Manage the timely creation and delivery of information required to satisfy document, data and other similar requests from clients, such as audit, Columbia Threadneedle Investment company due diligence and attestation requests.

Co-ordinate the production, delivery and record keeping in the CRM tool of outbound client communications such as shareholder notices and corporate actions.

Maintain and update Client Management-owned data, processes and records, ensuring accuracy and confidentiality

Projects and other activities

Assist in the coordination of client projects, including tracking progress, managing timelines, and ensuring deliverables are met.

Provide data analysis and insights as required to support project initiatives, deliver periodic management information and enable continuous improvements.

Identify opportunities to improve processes owned by Client Management, including automation, efficiency, scalability and risk reduction, and work with internal teams to deliver those improvements.

Manage and/or support processes related to Client Management controls and governance, such as vendor risk assessments and quality checks.

Support processes related to client complaints and client-related risk events.





Participate in training programs to continuously improve skills and knowledge related to client management and the industry

Bachelor's degree in Finance, Business Management or equivalent.

Strong verbal English language proficiency.

The ability to multi-task in usage of different applications and tools including Salesforce, Excel, Teams, Outlook, among others.

The ability to effectively liaise with stakeholders across the business as required to resolve requests/issues in a timely manner.

Strong attention to detail, ensuring full record keeping, notification, escalation, tracking and follow up of all incidents.

Excellent listening skills and assertive, empathetic approach to dealing with stakeholders within the business.

1 to 3 years of relevant experience working in client service, account management, client onboarding or project management within financial institutions, especially in asset management.

An understanding of fund management, financial instruments, administration processes, performance analysis and reporting.

Good self-organizational and time management skills; Experience of data analysis and insights with complex data sets.

Experience of process improvement and automation.

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. 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. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. 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 time

Full time

India Business Unit

AWMPO AWMP&S; President's Office

Business Support & Operations

📌 Business Analyst - Investment Management (Gurugram)
🏢 Ameriprise Financial Services
📍 Gurugram