Custody Client Service Manger

U.S. Bank • Milwaukee, WI

2d • Hybrid

About The Position

In today's complex and dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. Global Fund Custody Client Service Managers are viewed as trusted advisors and we work with our clients to continually assess the rapidly changing business environment to provide expertise and guidance, focused on their custody support needs, so our clients can focus on growing their firm's assets.

Requirements

• Bachelor's degree in business administration or related field, or equivalent experience
• Nine to 14 years of experience in a mutual fund related or brokerage industry position
• Advanced knowledge of the financial services industry and an understanding of operations, legal or accounting principles which impacts the mutual fund industry
• Ability to build strong working relationships by promptly responding to client inquiries and understanding clients' priorities while working to ensure ongoing client satisfaction
• Demonstrated effective work habits and organizational skills of prioritizing and planning, with the ability to handle multiple tasks while adapting to changing client priorities
• Well-developed ability to produce high-quality work that is accurate and thorough with attention to detail
• Strong analytical and problem-solving skills while using sound business judgment to proactively resolve issues or to quickly identify concerns
• Excellent verbal and written communication skills in working with clients, external auditors and internal personnel throughout the organization
• Proven ability in practicing effective risk management strategies while understanding USBFS' risk policies
• Proven team-oriented skills
• Advanced knowledge of Microsoft Office products
• Ability to build formula-driven Microsoft Excel spreadsheets
• Flexibility with work hours as required meeting expectations of the client
• This role requires working from a U.S. Bank location three (3) or more days per week.

Responsibilities

• Maximizing client retention and expanding U.S. Bank’s product development and services.
• Monitor client asset levels and propose fee structure amendments.
• Conduct monthly client risk assessments measuring client satisfaction levels.
• Proactively make recommendations to clients to maintain and increase service levels offered by U.S. Bank.
• Research client's products and existing services to identify sales opportunities.
• Coordinate interdepartmental meetings to facilitate open communication among internal personnel to effectively develop strategies and solutions to meet clients' requests.
• Respond to client due diligence questionnaires.

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

What This Job Offers

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