Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Services Account Manager

$75.82k - $89.2k

U.S. Bank

Investment Services Account Manager

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.

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. 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.

Basic Qualifications - Associate's degree, or equivalent work experience - Typically five to eight years of job-related experience, preferably in institutional trust and/or financial industry

Preferred Skills/Experience - Thorough knowledge of trust administration, products and sales - Thorough knowledge of account management, trust operations, project management, and legal regulations - Strong ability to develop new business - Ability to resolve complex problems with minimal guidance - Effective interpersonal, verbal and written communication skills

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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

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.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00

U.S. Bank
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment Services Account Manager in Cincinnati, OH vacancy
  • $99k - $252.45k

     ...and Wealth ManagementSpecialismAssuranceManagement LevelManagerJob Description & SummaryThe OpportunityAs a Managed Services - Real Estate Fund Level Accounting & Reporting - Manager, you will play a pivotal role in delivering outsourced solutions that streamline operations... 
    Suggested
    Full time
    H1b

    PwC

    Cincinnati, OH
    6 days ago
  •  ...sponsorship for this positionThe RoleAs a Senior Client Service Manager for Reimbursement Accounts, you will serve as equal parts strategic thinker and...  ...provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 19... 
    Suggested
    Full time

    Fidelity Investments

    Covington, KY
    6 days ago
  • $75.82k - $89.2k

     ...learn new skills and discover what you excel atall from Day One. Job Description 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 clients... 
    Suggested
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    U.S. Bank

    Cincinnati, OH
    4 days ago
  • $150k - $200k

     ...earning $500K or more annually. Their mission goes beyond traditional financial services by helping clients redirect tax liabilities into charitable contributions and clean energy investments, ultimately creating a net positive impact on both personal wealth and the... 
    Suggested
    Full time
    Remote work

    Jobrapido

    Cincinnati, OH
    20 hours ago
  • Jonus Group is seeking a dedicated Personal Lines Account Manager to join its Cincinnati area team. You will manage a portfolio of personal...  ...retention and agency growth. Collaborate with producers and service teams to identify coverage gaps, perform endorsements, renewals... 
    Suggested

    Jonus Group

    Cincinnati, OH
    3 days ago
  •  ...rotations in Operations and Sales & Service. There will be a...  ...referral activity.Responsible and accountable for risk by openly...  ...consistently identifying, assessing, managing, monitoring, and reporting...  ...Small Business, Commercial and Investment), referring customers when... 
    Work experience placement
    Work at office

    Fifth Third

    Newport, KY
    3 days ago
  •  ...rotations in Operations and Sales & Service. There will be a...  ...referral activity. Responsible and accountable for risk by openly...  ...consistently identifying, assessing, managing, monitoring, and reporting...  ...Small Business, Commercial and Investment), referring customers when... 
    Full time
    Work experience placement
    Work at office

    Fifth Third Bank, N.A.

    Newport, KY
    4 days ago
  • $300 per month

     ...Client Accounting Services Manager (Cincinnati - FT or PT) Are you an accounting professional with a positive attitude who is seeking stimulation and opportunities to grow professionally, but within the context of a company that respects you, your happiness and your wellbeing... 
    Full time
    Temporary work
    Part time
    Home office
    Night shift

    Excelsior Accounting Services

    Cincinnati, OH
    5 days ago
  • $133.37k - $156.9k

     ...from Day One.Job DescriptionThe Portfolio Manager partners with assigned Relationship...  ...Institutional Client Group (ICG) credit account relationships in the Transportation sector...  ...relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship... 
    Full time
    Work experience placement
    Local area
    3 days per week

    US Bank

    Cincinnati, OH
    8 days ago
  •  ...Siemens Energy is seeking a Gas Services Account Manager for the Northeast Region. You will manage a portfolio of power-generation customers, building trusted relationships and translating customer needs into sustainable business opportunities across multiple product... 
    Contract work

    Siemens Energy

    Cincinnati, OH
    2 days ago
  • $85k - $115k

     ...Account Executive | Commercial HVAC Service Sales Cincinnati, OH You know commercial HVAC. You know how to build relationships. And you know that the best...  ...You will work directly with building owners, facility managers, property managers, and operations leaders to identify... 
    Immediate start

    Comfort Systems USA Ohio

    Cincinnati, OH
    15 hours ago
  •  ...comprehensive technology learning and training service, built on a $1 billion investment to help the world's leading organizations...  ...Accenture. You are equally comfortable sitting in an account planning session with a Managing Director as you are presenting a workforce... 
    Work experience placement
    Work at office
    Local area

    Accenture

    Cincinnati, OH
    15 hours ago
  • $121k - $176k

     ...Senior Service Account ExecutiveAmeresco, Inc. is a leading energy solutions provider dedicated...  ...candidate will combine strong account management and consultative selling skills with a...  ...value of their building automation investments.Assess customer operational challenges... 
    Remote work

    Ameresco

    Cincinnati, OH
    15 hours ago
  • $65k

     ...relevant documents.Hiring for e-Discovery Account Executives in Cincinnati, OH. Prior...  ...Responsibilities :As an Account Executive at IST Management, you will drive revenue for new and existing business in eDiscovery and Legal Services sales, including:Developing new business... 
    Work at office
    Local area
    Remote work

    IST Management

    Cincinnati, OH
    4 days ago
  •  ...initiatives. We deliver strategic programs and services that unite our organization. Work you'...  .... We are currently looking for an Accounting Manager to join our team to manage and oversee...  ..., as well as through our own investments, commitments, and actions across areas... 
    Visa sponsorship

    Deloitte

    Cincinnati, OH
    6 days ago
  •  ...Merchant Services Sales PositionAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve....  ...in the territory. Partners with Business Banking Relationship Managers and Treasury Management Officers to present payment solution opportunities... 
    Work at office

    PNC

    Cincinnati, OH
    5 days ago
  •  ...place where your work truly matters; think of Gallagher. OverviewAt Gallagher, we’re looking for an experienced Senior Client Service Manager to join our Commercial team. In this Senior level role, you’ll oversee a significant book of business, collaborate with clients... 
    Work at office
    Local area

    Arthur J. Gallagher & Co.

    Cincinnati, OH
    8 days ago
  •  ...Senior Director - New Business Sales in Financial Services North Americas Remote within USA - Work...  ...hire a Senior Director of New Business Sales to manage and expand the Infosys footprint across new client accounts in the Financial Services domain. The Senior Director... 
    H1b
    Work at office
    Local area
    Remote work
    Work from home

    Infosys BPM

    Cincinnati, OH
    15 hours ago
  • $20 per hour

     ...Overview As the nation’s leading provider of high-quality home care services, we empower our clients to live independently, safely, and...  ...ongoing concerns with Caregiver performance to the Caregiver management team. Proactively communicates schedules and changes with... 
    Local area
    Flexible hours

    Help At Home

    Cincinnati, OH
    3 days ago
  • $70k

     ...Merchant Services Sales Position At PNC, our people are our greatest differentiator and...  ...with Business Banking Relationship Managers and Treasury Management Officers to present...  ...prescription drug coverage (with a Health Savings Account feature), dental and vision options;... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Cincinnati, OH
    4 days ago
  •  ...Position: Client Partner – IT Services and Solutions (AI and Data) Location: Cincinnati, OH...  ...Build from the ground up – shaping the account strategy, growth playbook, and long-term...  ...fluency, and disciplined execution. You will manage a portfolio of key clients, set the... 
    Full time

    Narwal

    Cincinnati, OH
    4 days ago
  • $145.5k - $242.5k

    Community Engagement Account Manager (CEAM)ViiV Healthcare is a global specialty HIV company, the only one that is 100% focused on researching...  ...in key organizations within the local communities: AIDS Service Organizations, Faith Based, ethnic organizations, and other community... 
    Full time
    Local area
    Night shift

    GSK

    Cincinnati, OH
    6 days ago
  •  ...administrators, you collaborate with your service team and internal partners to deliver...  ...401K clients.The role partners with Managing Directors and Product Management to implement...  ...to initiate and maintain overall accountability for client specific and department initiatives... 
    Full time
    Work experience placement

    Fidelity Corp

    Covington, KY
    15 hours ago
  •  ...fast and easy. The team combines specialized technology and service excellence to manage risk and create valuable customer experience.The job title...  ...the fourth day determined by business needs.Your Role: Account ManagerWe are seeking a motivated individual with an entrepreneurial... 
    Full time
    Part time
    Seasonal work
    Work at office
    Remote work

    American Financial Group

    Cincinnati, OH
    6 days ago
  •  ...SummaryWe have an exciting opportunity to join the sales team as an Account Manager for the Printing & Packaging business unit, reporting to the...  ...America, Europe, and Asia, product development and technical service centers in several major global markets, and a worldwide team... 
    Full time
    Contract work
    Remote work
    Worldwide
    Monday to Friday

    Michelman

    Cincinnati, OH
    4 days ago
  •  ...- 7:00 PM ET (hours may vary during the training period).The Account Manager applies foundational knowledge of account management practices...  ..., proactive outreach, and delivery of exceptional service. Serve as primary point of contact for assigned customers, owning... 
    Full time
    Casual work
    Work at office
    Monday to Friday

    Standard Textile

    Cincinnati, OH
    4 days ago
  •  ...lives of patients. We are looking for an Associate Neurology Account Manager or Neurology Account Manager who wants to join an innovative...  ...real value to our customers through differentiated products and services. Primary Responsibilities:Execute and promote products in... 
    Full time
    Local area
    Monday to Friday
    Night shift

    Vanda Pharmaceuticals

    Cincinnati, OH
    8 days ago
  • As a Major Account Manager, you will own the strategy and growth of a select portfolio of Fortinet...  ...Engineering, specialists, partners, services, and other resources around a...  ...business cases connecting technology investments to measurable financial and business outcomes... 
    Remote work
    Worldwide
    Home office

    Fortinet

    Cincinnati, OH
    6 days ago
  • $120k - $135k

     ...Fund Accounting Manager - Private Credit $120-135K + 25% Bonus (With Upside) Remote w/ Rare Day Trips to DC PRIVATE CREDIT PROFESSIONALS...  ...a Fund Accounting Manager for a growing financial services organization, and there’s one absolute requirement: Private... 
    Remote work

    Jobrapido

    Cincinnati, OH
    15 hours ago
  •  ...Hauser Insurance is seeking an experienced Commercial Lines Account Manager to join our growing independent insurance agency in...  ...Commercial Lines Account Manager, you’ll be responsible for servicing and managing an established book of commercial clients while... 
    Full time
    For contractors

    Hauser Insurance

    Cincinnati, OH
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Services Account Manager. Be the first to apply!