Investment Services Account Manager

U.S. Bank • Philadelphia, PA

13d • 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 The Investment Services Account Manager is responsible for managing a diverse portfolio of institutional trust and custody accounts. This role serves as the primary point of contact for assigned client relationships while delivering exceptional client service built on proactive communication, strong problem‑solving abilities, and a commitment to respect, accuracy, and thoughtfulness in every interaction.

Requirements

• Associate’s degree, or equivalent work experience
• Typically four to six years of job-related experience, preferably in institutional trust and/or financial industry

Nice To Haves

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

Responsibilities

• Client Relationship Management Serve as the main point of contact for an assigned book of institutional trust and custody accounts.
• Build strong, professional client relationships through timely communication and responsive service.
• Ensure client needs are met with professionalism, accuracy, and diligence.
• Operational Oversight & Daily Activity Oversee and perform daily servicing responsibilities, including reviewing and approving client requests submitted by support staff.
• Verify that all activities are completed thoroughly, accurately, and within established timeframes.
• Monitor ongoing account activity and partner with internal teams as needed to support effective servicing.
• Process Improvement & Efficiency Continuously evaluate operational workflows to identify opportunities to enhance efficiency and advance potential automation.
• Maintain high standards of service quality, ensuring internal processes support both operational accuracy and exceptional client service.

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