Investment Services Account Manager
About The Position
Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for various purposes. Account Managers serve as one of the client’s primary contacts, delivering a high level of customer service and is responsible for retention and expansion of relationship revenue as well as expense management. Oversees work processed by Investment Services support staff, Trust Operations and others to ensure activity within accounts is in accordance with governing agreements, regulatory and legal requirements, and within U.S. Bank procedural guidelines relative to new, existing and closing accounts.
Requirements
- Associate’s degree, or equivalent work experience
- Typically two to four years of job-related experience, preferably in institutional trust and/or financial industry
- Ability to develop new business
- Ability to resolve complex problems with minimal guidance
- Effective interpersonal, verbal and written communication skills
Nice To Haves
- Basic knowledge of trust administration, products and sales
- Basic knowledge of account management, trust operations, project management, and legal regulations
Responsibilities
- Management and oversight of Investment Services accounts.
- Serve as a primary client contact, delivering a high level of customer service.
- Responsible for retention and expansion of relationship revenue.
- Responsible for expense management.
- Oversee work processed by Investment Services support staff, Trust Operations and others to ensure account activity is in accordance with governing agreements, regulatory and legal requirements, and U.S. Bank procedural guidelines.
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
- 401(k) contribution and pension
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
