Global Fund Custody Onboarding Specialist
U.S. Bank
full-time
Posted on:
Location Type: Office
Location: Cincinnati • Arizona • Minnesota • United States
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Salary
💰 $66,640 - $78,400 per year
About the role
- Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for various purposes
- Serve as one of the client’s primary contacts, delivering a high level of customer service
- Responsible for retention and expansion of relationship revenue as well as expense management
- Oversees work processed by Investment Services support staff, Trust Operations and others to ensure activity within accounts 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 four to six years of job-related experience, preferably in institutional trust and/or financial industry
- 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
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
trust administrationaccount managementtrust operationsproject managementlegal regulations
Soft skills
customer servicerelationship managementproblem solvinginterpersonal communicationverbal communicationwritten communication
Certifications
Associate’s degree