USBAM Client Relations Consultant

U.S. Bank • Harrisburg, PA

25d • 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 Client Relations Associates are the front line daily interface and liaison between portfolio management, the client’s custodian, and auditors. Compiles and disseminates client portfolio information, including transactions, portfolio characteristics, and investment performance to consultants. Organizes and prepares presentation materials for formal client reviews. Develops customized reporting to meet client needs not met by standard system reporting. Actively participates and contributes to weekly departmental conference calls, which include client development, consultant relations, compliance, marketing, communications, and finance. Facilitates and coordinates the opening of new client portfolios, including transition meetings with client development and clients, as well as the closing of terminated portfolios. Initiates, coordinates, and facilitates portfolio certifications to meet client/consultant regulatory (SOX) requirements. Actively participates in segment team meetings, proactively researching prospect information, and lead generation to support client development director new business development activities.

Requirements

• Typically a Bachelor's degree, or equivalent work experience
• Typically three or more years of client services experience

Nice To Haves

• Thorough knowledge of performance reporting terms and calculations, investment terminology, portfolio accounting, and some level of financial accounting
• Ability to manage multiple tasks/projects and deadlines simultaneously
• Ability to identify and resolve exceptions and to interpret data
• Proven customer service/relations skills
• Effective interpersonal, verbal and written communication skills
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• FINRA Series 6 and 63 license required

Responsibilities

• Compiles and disseminates client portfolio information, including transactions, portfolio characteristics, and investment performance to consultants.
• Organizes and prepares presentation materials for formal client reviews.
• Develops customized reporting to meet client needs not met by standard system reporting.
• Actively participates and contributes to weekly departmental conference calls, which include client development, consultant relations, compliance, marketing, communications, and finance.
• Facilitates and coordinates the opening of new client portfolios, including transition meetings with client development and clients, as well as the closing of terminated portfolios.
• Initiates, coordinates, and facilitates portfolio certifications to meet client/consultant regulatory (SOX) requirements.
• Actively participates in segment team meetings, proactively researching prospect information, and lead generation to support client development director new business development activities.

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