Client Operations Associate

U.S. Bank • Milwaukee, WI

10h

About The Position

The Client Operations Associate supports strategic client relationships within U.S. Bank Investment Services. The role partners across Fund Accounting, Custody, Transfer Agency, Fund Administration, Alternatives, Compliance, and other business areas to deliver a consistent, high-quality client experience. It combines client relationship support, project coordination, KPI and executive reporting, strategic initiative tracking, and process improvement, while offering broad exposure across Investment Services and an opportunity to help build and scale the Client Operations function.

Within the first year, the associate is expected to become a primary operations contact for three to five key clients, take ownership of selected reporting and team processes, and actively contribute to the continued build-out of Client Operations.

Requirements

• Bachelor's degree or equivalent work experience.
• Three to five years of experience in project management, fund administration, transfer agency, client service, investment operations, custody, or a related financial services role.
• Strong organizational, analytical, problem-solving, and relationship management skills.
• Ability to manage multiple priorities and coordinate work across cross-functional teams.
• Strong written and verbal communication skills, including the ability to present information clearly and professionally.
• Proficiency with Microsoft Excel, PowerPoint, and reporting tools.

Nice To Haves

• Experience supporting mutual funds, collective investment trusts, alternative investments, or institutional asset management clients.
• Working knowledge of Fund Accounting, Custody, Transfer Agency, or Fund Administration services.
• Experience with KPI reporting, governance materials, strategic initiative tracking, or process improvement.

Responsibilities

• Serve as an operational contact for assigned clients while partnering with senior leaders on strategic relationships.
• Coordinate client initiatives and projects by tracking timelines, milestones, decisions, risks, and deliverables.
• Develop and maintain KPI reporting, executive updates, dashboards, and governance materials.
• Maintain strategic initiative tracking and provide clear status reporting to internal stakeholders.
• Partner across Investment Services to address client needs and support consistent service delivery.
• Research and coordinate resolution of operational issues, escalating significant matters appropriately.
• Lead internal service reviews, participate in client governance meetings, and present KPIs and trends as experience grows.
• Identify opportunities to improve processes, reporting, team infrastructure, and the overall client experience.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
• Incentive and recognition programs
• Equity stock purchase
• Pension

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level