Client Onboarding Specialist at Columbia Threadneedle Investments

Compensation

$66,700 – $75,000/yr

Setup: Hybrid
Type: Full-time

Description

Columbia Threadneedle Investment Management is seeking a Client Onboarding Specialist responsible for facilitating the onboarding of client accounts, ensuring a seamless client experience. This role involves coordinating with various business and operational teams, identifying and resolving issues proactively, and implementing process improvements. The specialist will also maintain relationships with external and internal partners and contribute to business-driven initiatives.

Required Skills

Communications Skills
Problem Solving
Portfolio Accounting

Additional Information

Required Previous Experiences: 3-5 years of experience
Preferred Qualifications: Strong oral and written communication skills.
Ability to problem-solve, investigate, and resolve issues effectively.
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.