Investment Services Account Manager

U.S. Bank • Boston, MA

1d • Hybrid

About The Position

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description 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 eight to 10 years of job-related experience, preferably in institutional trust and/or financial industry

Nice To Haves

• Advanced knowledge of trust administration, products and sales
• Advanced knowledge of account management, trust operations, project management, and legal regulations
• Strong ability to develop new business
• Ability to resolve complex problems with minimal guidance
• Effective interpersonal, verbal and written communication skills
• Demonstrated leadership skills

Responsibilities

• Management and oversight of Investment Services accounts
• Delivering a high level of customer service
• Retention and expansion of relationship revenue
• Expense management
• Overseeing work processed by Investment Services support staff, Trust Operations and others
• 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.

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
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees