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Head of Client Support Services

$98.18k - $115.5k

U.S. Bank

Global Fund Custody Client Service Manager

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. 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.

In today's complex and dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. Global Fund Custody Client Service Managers are viewed as trusted advisors and we work with our clients to continually assess the rapidly changing business environment to provide expertise and guidance, focused on their custody support needs, so our clients can focus on growing their firm's assets.

Monitor client asset levels and propose fee structure amendments.

Conduct monthly client risk assessments measuring client satisfaction levels. Proactively make recommendations to clients to maintain and increase service levels offered by U.Bachelor's degree in business administration or related field, or equivalent experience

Advanced knowledge of the financial services industry and an understanding of operations, legal or accounting principles which impacts the mutual fund industry

Demonstrated effective work habits and organizational skills of prioritizing and planning, with the ability to handle multiple tasks while adapting to changing client priorities

Well-developed ability to produce high-quality work that is accurate and thorough with attention to detail

Proven ability in practicing effective risk management strategies while understanding USBFS' risk policies

Advanced knowledge of Microsoft Office products

Ability to build formula-driven Microsoft Excel spreadsheets

Bank location three (3) or more days per week.

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.

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
  • Up to 11 paid holiday opportunities
  • 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.
Vacancy posted 1 day ago
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