Client Operations Associate

Client Operations Associate

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 atall from Day One.

The Client Operations Associate supports strategic client relationships within Investment Services. This role partners across Fund Accounting, Custody, Transfer Agency, Fund Administration, Alternatives, Compliance, and other business areas to deliver a consistent, high-quality client experience. The position combines client relationship support, project coordination, KPI and executive reporting, strategic initiative tracking, and process improvement. It offers broad exposure across Investment Services and the opportunity to help build and scale the Client Operations function.

Primary Responsibilities

Serve as an operational contact for assigned clients while partnering with senior leaders on strategic relationships.

Coordinate client initiatives and projects by tracking timelines, milestones, decisions, risks, and deliverables.

Develop and maintain KPI reporting, executive updates, dashboards, and governance materials.

Maintain strategic initiative tracking and provide clear status reporting to internal stakeholders.

Partner across Investment Services to address client needs and support consistent service delivery.

Research and coordinate resolution of operational issues, escalating significant matters appropriately.

Lead internal service reviews, participate in client governance meetings, and present KPIs and trends as experience grows.

Identify opportunities to improve processes, reporting, team infrastructure, and the overall client experience.

Basic Qualifications

Bachelor's degree or equivalent work experience.

Three to five years of experience in project management, fund administration, transfer agency, client service, investment operations, custody, or a related financial services role.

Strong organizational, analytical, problem-solving, and relationship management skills.

Ability to manage multiple priorities and coordinate work across cross-functional teams.

Strong written and verbal communication skills, including the ability to present information clearly and professionally.

Proficiency with Microsoft Excel, PowerPoint, and reporting tools.

Preferred Qualifications

Experience supporting mutual funds, collective investment trusts, alternative investments, or institutional asset management clients.

Working knowledge of Fund Accounting, Custody, Transfer Agency, or Fund Administration services.

Experience with KPI reporting, governance materials, strategic initiative tracking, or process improvement.

What Success Looks Like

Within the first year, the associate will become a primary operations contact for three to five key clients, take ownership of selected reporting and team processes, and actively contribute to the continued build-out of Client Operations.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• 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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.