In this non-client facing role you will work as part of the Netherlands Client Services Operations team alongside our Client Managers to provide day to day support to institutional Dutch clients investing in the full spectrum of Columbia Threadneedle Investment product range.
How you'll spend your time...
Operational contact for Client Management teams, clients and clients’ administrators and custodians
Undertake the operational aspects of client transition organising timely account set up or changes with CTI’s outsource provider thereby contributing to the overall effective transition process
Conduct Know Your Client and Anti Money Laundering reviews escalating to the specialist AML team where required
Oversee timely and accurate data delivery
Manage cash flows and communicate to stakeholders as required
Answer client’s operationally focused queries as they arise
Work as part of a team providing cover for clients when required
Participate in weekly rota tasks such as mailbox monitoring, monthly/quarterly reporting deliverables etc.
Undertake 4-eye checks on processing activities undertaken by colleagues
To be successful in this role you will have...
Established experience and a good understand of Asset Management, specifically client service and investment operations
Proven working knowledge/experience of AML
Awareness of the financial services industry, product types, markets, and instruments
Excellent interpersonal skills able to communicate effectively at all levels with the business and externally
Close attention to detail
Team working
Liaising, questioning and facilitating
Analytical skills
Commitment to the delivery of a first class service.
If you also had this, it would be great…
Experience working with Dutch Institutional clients
Dutch language skills desirable
LDI and Fiduciary experience desirable
IMC or similar desirable
About Columbia Threadneedle Investments
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.
Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.
We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.
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What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.
We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
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*Ameriprise Financial Q2 2020 Statistical Supplement
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