Client Relations Consultant

U.S. Bank

Client Relations Associate managing communications between portfolio management, client's custodian, and auditors. Compiling client portfolio information and preparing presentations for client reviews at U.S.

Posted 5/26/2026full-timeHarrisburg • North Carolina, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $66,640 - $78,400 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

Typically a Bachelor's degree, or equivalent work experience
Typically three or more years of client services experience
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 licenses required, or the ability to obtain within 120 days of the start date

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

performance reportingportfolio accountingfinancial accountingdata interpretationexception resolution

Soft Skills

customer serviceclient relationsinterpersonal communicationverbal communicationwritten communicationtask management

Certifications

FINRA Series 6FINRA Series 63