Relationship Manager

U.S. Bank National Association•Milwaukee, WI

3d•$60,435 - $71,100•Hybrid

About The Position

U.S. Bank's Relationship Managers serve as trusted advisors to mutual fund industry clients, helping them navigate a complex and changing business environment and pursue their strategic goals. The role focuses on maximizing client retention and expanding U.S. Bancorp Fund Services' product development and services. It includes monitoring client assets, assessing client satisfaction and risk, identifying opportunities, coordinating internal and client communications, reviewing invoices and client documentation, and supporting Senior Relationship Managers.

Requirements

Bachelor's degree in business administration or a related field, or equivalent experience.
One to two years of experience in a mutual fund-related or brokerage industry position.

Nice To Haves

Solid knowledge of the financial services industry and understanding of operations, legal, or accounting principles that affect the mutual fund industry.
Ability to build strong working relationships by responding promptly to client inquiries, understanding client priorities, and supporting ongoing client satisfaction.
Effective work habits and organizational skills, including prioritization and planning, with the ability to handle multiple tasks and adapt to changing client priorities.
Ability to produce accurate, thorough, high-quality work with attention to detail.
Proven team-oriented skills.
Working knowledge of Microsoft Office products.
Ability to build formula-driven Microsoft Excel spreadsheets.
Flexibility with work hours as required to meet client expectations.

Responsibilities

Maximize client retention and expand U.S. Bancorp Fund Services' product development and services.
Monitor client asset levels and propose fee structure amendments.
Conduct monthly client risk assessments that measure satisfaction levels for each service line offered by USBFS.
Proactively recommend ways for clients to maintain and increase their service levels with USBFS.
Research clients' products and existing services to identify sales opportunities.
Coordinate interdepartmental meetings to facilitate communication and develop strategies and solutions for client requests.
Coordinate and facilitate client tours of USBFS operations and host clients at USBFS' annual client conference.
Review and approve USBFS and U.S. Bank, N.A. business-line invoices for reasonableness and accuracy.
Prepare and complete transfer agent audit requests and information for SEC examinations.
Review and approve shareholder statements, shareholder applications, regulatory documents, and tax forms.
Assist Senior Relationship Managers with daily responsibilities.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability insurance.
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.