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 are responsible for retention and expansion of relationship revenue as well as expense management. The role oversees work processed by Investment Services support staff, Trust Operations, and others to ensure account activity complies with governing agreements, regulatory and legal requirements, and U.S. Bank procedural guidelines for new, existing, and closing accounts. The role offers a hybrid/flexible schedule, with an expectation to work in the office three or more days per week and flexibility to work outside the office location on other days.
Requirements
- Associate’s degree or equivalent work experience.
- Typically four to six years of job-related experience, preferably in institutional trust and/or the 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
- Manage and oversee Investment Services accounts of various sizes established by clients for various purposes.
- Serve as a primary client contact and deliver a high level of customer service.
- Support retention and expansion of relationship revenue and manage expenses.
- Oversee work processed by Investment Services support staff, Trust Operations, and others.
- Ensure account activity complies with governing agreements, regulatory and legal requirements, and U.S. Bank procedural guidelines for new, existing, and closing accounts.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation of 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 hours 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, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
