U.S. Bank

Global Fund Services Onboarding Specialist

U.S. Bank

full-time

Posted on:

Location Type: Hybrid

Location: Milwaukee • Arizona, Massachusetts, Minnesota, Ohio, Wisconsin • 🇺🇸 United States

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Salary

💰 $98,175 - $115,500 per year

Job Level

SeniorLead

Tech Stack

Swift

About the role

  • Support our Business Development Officer and Relationship Manager teams by leading routine client onboarding calls and partner with other Global Fund Services teams to ensure smooth client transitions from onboarding to ongoing fund servicing
  • Ensure onboarding events are proceeding timely and accurately based on client intent and internal requirements, with critical documents being retained within systems of record
  • Validate new setup documentation is completed in line with understanding of product details
  • Effectively communicate efforts, status updates, and challenges to Relationship Managers and Global Fund Services leadership, ensuring proper escalation as needed
  • Willingness to take ownership of assigned relationships and serve as an escalation point for clients
  • Embrace change and continually think outside of the box to find new ways to solve problems
  • As an emerging professional, our broader team will help you grow and develop continued experience and understanding of our customers, products, and provided services.
  • We provide a career path that can lead to working on increasingly complex onboarding assignments, significant and diversified career growth, and expanded autonomy.

Requirements

  • Bachelor's degree, or equivalent work experience
  • 10 or more years of direct experience with project management responsibilities
  • Robust knowledge of fund administration, fund accounting, transfer agency, custody, and/or regulatory compliance, especially with mutual funds or ETFs
  • Significant prior experience in client onboarding, relationship management, trust/security operations, or project management
  • Excellent interpersonal, verbal, and written communication skills
  • Superior organizational, managerial, and project management skills
  • Ability to think on your feet and resolve complex problems with minimal supervision
  • Operationally conscious with a desire to learn system inputs, outputs, and diverse product workflows
  • Working knowledge of common investment industry communication channels (SWIFT, FTP, APIs, online portal)
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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
project managementfund administrationfund accountingtransfer agencycustodyregulatory complianceclient onboardingrelationship managementtrust operationssecurity operations
Soft skills
interpersonal skillsverbal communicationwritten communicationorganizational skillsmanagerial skillsproblem-solvingownershipadaptabilitycritical thinkingescalation management