Global Fund Custody Onboarding Specialist

U.S. Bank

Base: $66,640.00 - $78,400.00; bonus/equity: not s...
Investment services account management
Client relationship management
Oversight of support staff
Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for various purposes

Job Summary

  • Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for various purposes.
  • Account Managers serve as one of the client’s primary contacts, delivering a high level of customer service and is responsible for retention and expansion of relationship revenue as well as expense management.
  • Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work.

Matching Summary

Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for various purposes.

Salary

Base: $66,640.00 - $78,400.00; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Investment Services account management
  • Client relationship management
  • Oversight of support staff
  • Regulatory and legal compliance

Nice-to-have

  • Develop new business opportunities
  • Resolve complex problems independently
  • Thrive in a dynamic environment

Key Requirements

  • Associate’s degree or equivalent work experience
  • Four to six years of job-related experience
  • Institutional trust and/or financial industry experience

Work Rights

Not specified

Tailored Resume

Cover Letter