Account Services Analyst
2 weeks ago
Work where your ideas have impact
COMPANY
Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible.Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visitAbout Us - Allspring Global Investments.
At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It's also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.
POSITION
At Allspring Global Investments, we are seeking a dedicated and ambitious Account Services Analyst to join our team. This opportunity allows you to be part of a world-class organization where you can successfully implement innovative solutions and deliver flawless client services.
We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week.
Location(s): Minneapolis
RESPONSIBILITIES
- Gather and package information using various internal and external applications to produce ad-hoc and routing client communications
- Responsible for responding to ad-hoc and routing client and consultant data requests
- Email routing client and consultant information including but not limited to performance, monthly and quarterly reports, and investment strategy characteristics
- Completing client and/or consultant specific questionnaires
- Management of deadline dependencies, coordination of information from various internal providers, and packaging and assembly of reports
- Work closely with a variety of diverse teams including Investment Technology, Investments, Operations, Client Service, Marketing, and Compliance
- Participate in peer reviews of information, performance quality control procedures, and spot check data for accuracy
- Peak reporting periods require additional hours. These periods are typically in January, April, July and October
We are in search of a proactive individual with a vibrant attitude, who excels in a fast-paced setting, particularly during peak reporting periods. The preferred candidate will be determined to find effective solutions and excel in delivering outstanding client services.
PREFERRED QUALIFICATIONS
- Demonstrated reporting experience
- Intermediate proficiency in Microsoft Office (Word, Excel, and Outlook) skills
- Capability to understand client concerns, answer questions, and solve problems effectively
- Excellent verbal, written, and interpersonal communication skills
- Experience using systems such as Vermilion Reporting Suite and ePAM
- Strong organizational, multi-tasking, and prioritizing skills
- Ability to thrive in a fast-paced, time-sensitive environment
- Strong time management skills and a proven ability to meet deadlines
- Outstanding attention to detail and accuracy skills
- Investment industry experience a plus
- Willingness to understand and learn about stable value and fixed income investments
- Recognize potential problems with data and escalate as needed
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We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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