Global Fund Services Onboarding Specialist

U.S. Bank • Boston, MA

1d • Hybrid

About The Position

The Global Fund Services Onboarding team provides guidance and education to Global Fund Services clients throughout the process of establishing and launching new investment products as well as helping integrate clients into the broader U.S. Bank ecosystem. As an onboarding specialist, you will work directly with clients and internal Global Fund Services teams to manage onboarding events and help establish registered investment products of various sizes. These products generally consist of mutual funds, exchange traded funds, or similar investment vehicles. As an onboarding specialist, you will be expected to perform the following: Support our Business Development Officer and Relationship Manager teams by leading routine client onboarding calls and partner with other Global Fund Services teams to ensure smooth client transitions from onboarding to ongoing fund servicing Ensure onboarding events are proceeding timely and accurately based on client intent and internal requirements, with critical documents being retained within systems of record Validate new setup documentation is completed in line with understanding of product details Effectively communicate efforts, status updates, and challenges to Relationship Managers and Global Fund Services leadership, ensuring proper escalation as needed Willingness to take ownership of assigned relationships and serve as an escalation point for clients Embrace change and continually think outside of the box to find new ways to solve problems As an emerging professional, our broader team will help you grow and develop continued experience and understanding of our customers, products, and provided services. We provide a career path that can lead to working on increasingly complex onboarding assignments, significant and diversified career growth, and expanded autonomy.

Requirements

• Bachelor's degree, or equivalent work experience
• 10 or more years of direct experience with project management responsibilities

Nice To Haves

• Robust knowledge of fund administration, fund accounting, transfer agency, custody, and/or regulatory compliance, especially with mutual funds or ETFs
• Significant prior experience in client onboarding, relationship management, trust/security operations, or project management
• Excellent interpersonal, verbal, and written communication skills
• Superior organizational, managerial, and project management skills
• Ability to think on your feet and resolve complex problems with minimal supervision
• Operationally conscious with a desire to learn system inputs, outputs, and diverse product workflows
• Working knowledge of common investment industry communication channels (SWIFT, FTP, APIs, online portal)

Responsibilities

• Support our Business Development Officer and Relationship Manager teams by leading routine client onboarding calls and partner with other Global Fund Services teams to ensure smooth client transitions from onboarding to ongoing fund servicing
• Ensure onboarding events are proceeding timely and accurately based on client intent and internal requirements, with critical documents being retained within systems of record
• Validate new setup documentation is completed in line with understanding of product details
• Effectively communicate efforts, status updates, and challenges to Relationship Managers and Global Fund Services leadership, ensuring proper escalation as needed
• Willingness to take ownership of assigned relationships and serve as an escalation point for clients
• Embrace change and continually think outside of the box to find new ways to solve problems

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
• Number of Employees: 5,001-10,000 employees