Senior Client Admin Analyst

Ameriprise Financial Services, LLC

Client Admin Analyst facilitating onboarding of institutional clients at a diversified financial services leader. Ensuring quality and accuracy in multiple operations for client accounts.

Posted 6/14/2026full-timeMinneapolis • Massachusetts, Minnesota • 🇺🇸 United StatesSenior💰 $66,700 - $75,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

portfolio accountinginvestment operationsprocess improvementsreporting

Soft Skills

oral communicationwritten communicationproblem solvinginvestigative skillstime managementteamworkability to work under pressureability to manage multiple priorities

Certifications & Qualifications

Associate's degree

Industry Keywords

onboardingoff-boardingclient accountsinternal controlscompliance requirementsservice levels

About the role

Key responsibilities & impact

Facilitate overall on-boarding activities for institutional clients
Support maintenance and off-boarding of client accounts
Perform daily functions of independently leading the onboarding of client accounts
Facilitate and ensure account activity is achieved with quality, accuracy and within established service levels
Provide coordination across various business and operations teams
Accountable for proactive identification of issues and developing solutions
Ensure application of internal controls and compliance requirements
Lead and perform special project work as needed
Perform reporting tasks as needed
Identify and implement process improvements to create efficiencies

Requirements

What you’ll need

Associate's degree or equivalent
3 - 5 years experience
Strong oral and written communications skills
Ability to problem solve, investigate, and follow through to effective resolution
Solid understanding of portfolio accounting/investment operations activities
Ability to work effectively under pressure, meeting deadlines, and managing multiple priorities
Ability to work with limited work direction and function effectively in a team environment
Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States

Benefits

Comp & perks

vacation time
sick time
401(k)
health insurance
dental insurance
life insurance