Client Service Associate - Milano, Italia - Ameriprise Financial

Descrizione

Where you'll fit in & what our team goals are

To provide client service excellence alongside the Italian Client Service team, Country Head and Sales team as well as the wider Columbia Threadneedle Investments business in the region.

Contributing to Client on-boarding activities, Client databases, Clients queries and requests in co-operation with local sales team as well as providing client service support to the Italian Country Head and Sales Team within the Retail, Wholesale and Institutional Channel.

Responsibilities
How you'll spend your time

• As a member of the European Client Services team you will assist our Italian based colleagues and clients ranging from global financial institutions and wealth managers to pension funds. Working with your Client Service colleagues alongside the incountry sales team you will gain indepth understanding of our clients requirements
• Assistance, alongside marketing, with fund presentations for inhouse meetings, conferences and roadshows;
• Liaison with the Correspondent Banks, and in the UK and Luxembourg based Transfer Agents via the Oversight teams, Finance and Legal to facilitiate client take on and maintenance procedures;
• Coordination and completion of internal activities, including client due diligence, share class requests, arranging distribution of client and regulatory reporting and implementation of procedural controls;
• Coordination of despatch of fund literature e.g. factsheets, portfolios, commentaries via automated methods where possible;
• Escalate errors and risks as appropriate;
• Sharing of best practices, business development ideas and sales & marketing solutions with colleagues to aid the growth and development of CTI.

Required Qualifications
To be successful in this role you will have

• Analytical skills and financial affinity
• Good communication skills, both verbal and written
• Organisational skills
• Selfstarter with the ability to work on their own with mínimal guidance
• Technical and time managements skills
• Attention to detail
• Being a team player with the ability to be focused on satisfying client needs
• Fluency in Italian as well as English
• Knowledge of excel and word (MS office in general)
• Knowledge of Salesforce

About Our Company

Working at Columbia Threadneedle Investments you'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, 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 2,000 people working together.

Our expertise is diverse with more than 450 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.