Custody Operations Specialist - ACM Trade Processor

U.S. BankMilwaukee, WI
$23 - $30Hybrid

About The Position

The Automated Cash Management team is hiring a Custody Operations Specialist 3 responsible for placing and confirming open‑ended mutual fund and money market trades on behalf of supported business lines and their clients. This role requires timely and effective communication with trust administration, investment officers, trade services, and other internal partners, as needed. The specialist will also establish and maintain strong working relationships with mutual fund representatives and service providers.

Requirements

  • Three years or more of related experience
  • Strong attention to detail
  • Ability to multitask and meet established deadlines in a dynamic work environment
  • Ability to collaborate well with others
  • Exhibits analytical, problem-solving, decision-making, and organizational skills
  • Exhibits customer relation skills, interpersonal, and verbal and written communication skills
  • Proficient in Microsoft Office applications, preferably Excel

Nice To Haves

  • Bachelor's degree
  • Knowledge of or the ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)
  • Understanding of regulatory and accounting principles which directly affect Wealth, Corporate, Commercial, and Institutional Banking business lines and clients

Responsibilities

  • Placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their clients.
  • Timely and effective communication with trust administration, investment officers, trade services, and other internal partners.
  • Establishing and maintaining strong working relationships with mutual fund representatives and service providers.

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
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service