Associate - Client Management

As part of the EMEA Client Management team, this role focuses on delivering excellent client service by managing onboarding, ongoing support, and change processes. Responsibilities include handling client queries, coordinating with internal teams and transfer agents, maintaining accurate records, and supporting client communications. The role also involves contributing to process improvements, data analysis, and project coordination. Candidates should have 1–3 years of experience in client service within financial institutions, strong communication and analytical skills, and proficiency in tools like Salesforce and Excel. Knowledge of fund management, data insights, and process automation is a plus.

Job Purpose Statement

You will be a part of the EMEA Client Management team and work with other internal teams to ensure client-driven activities, processes and outcomes result in an excellent service and experience for our clients.

Role Responsibilities

You will own specified client-driven activities, processes and outcomes owned by this team, always with reference to each client’s Agreements and Columbia Threadneedle standards.

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. In addition, you will be expected to identify opportunities to improve these processes and work with internal teams to deliver these improvements.

Your responsibilities will include many or all of the following areas :

Onboarding, Implementation and Change

• Working with internal teams and Transfer Agents to enable clients to invest in our funds, including agent set-up, authority to deal and rebate terms
• Set up clients to receive relevant service deliverables such as periodic reporting and marketing materials
• Assist Client Managers in clarifying client needs, mapping to our service standards, surfacing complexities and identifying solutions for bespoke requirements
• Own processes related to defined client changes, such as a direct distributor moving to a sub-distributor relationship via a platform

Ongoing Client Management

Projects and other activities

Key Capabilities

Desired Capabilities

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.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. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Ameriprise India LLP is an equal opportunity employer. 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

Timings

(2 : 00p-10 : 30p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Sales