Investment Services Account Manager
About The Position
Responsible for opening and closing tasks for Investment Services accounts of various sizes established by clients for various purposes. Account Managers serve as one of our business line's primary internal contacts, delivering a high level of customer service for business line partners to support retention and expansion of relationship revenue as well as expense management. Coordinates work requests generated by Investment Services staff, Trust Operations and others to ensure requested activity 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
Nice To Haves
- Basic knowledge of trust administration, products and sales
- Basic 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
- Opening and closing tasks for Investment Services accounts of various sizes.
- Serving as a primary internal contact for business line partners.
- Delivering a high level of customer service to support retention and expansion of relationship revenue.
- Coordinating work requests from Investment Services staff, Trust Operations, and others.
- Ensuring requested 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
