Client Operations Associate

US Bank; Milwaukee (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Disability leave

Parental leave

11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a Client Operations Associate to support strategic client relationships within Investment Services. You will collaborate across Fund Accounting, Custody, Transfer Agency, Fund Administration and Compliance to deliver a high-quality client experience.

The role involves project coordination, KPI reporting, governance material preparation and process improvement across teams. Strong communication and Excel skills are essential for success.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years in project management, fund administration, transfer agency, client service, investment operations or related financial services role.
• Strong organizational, analytical, problem-solving and relationship management skills.
• Ability to manage multiple priorities and coordinate cross-functional work.
• Strong written and verbal communication, with ability to present information clearly.
• Proficiency with Microsoft Excel, PowerPoint and reporting tools.

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 and participate in client governance meetings.
• Identify opportunities to improve processes, reporting, team infrastructure and overall client experience.

Skills

Project management

Client service

Cross-functional

Data reporting

MS Excel

Education

Bachelor's degree or equivalent

Tools

Excel

PowerPoint

Reporting tools

Job description

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 at-all from Day One.

Job Description

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.

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

Review our full benefits available by employment status here .

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.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program .

The salary range reflect