Client Operations Lead — Investment Services, KPIs & Projects

U.S. Bank; Boston (MA); On-site; USD 67,000 - 78,000; Full time

Job summary

U.S. Bank in Boston seeks a Client Operations Associate to support strategic client relationships within Investment Services. You will coordinate client initiatives, develop KPI reporting, and partner across fund accounting, custody, transfer agency, and governance to ensure a high-quality client experience.

In this role you will track initiatives, present KPI trends, and identify opportunities to improve processes and reporting as you grow with the Client Operations function.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 3–5 years of experience in project management, fund administration, transfer agency, client service, investment operations, custody, or related financial services.
• 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.
• 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, 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.

Skills

Organization

Analytical skills

Problem-solving

Relationship management

Cross-functional coordination

Written and verbal communication

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel

PowerPoint

Reporting tools

Job description

U.S. Bank in Boston seeks a Client Operations Associate to support strategic client relationships within Investment Services. You will coordinate client initiatives, develop KPI reporting, and partner across fund accounting, custody, transfer agency, and governance to ensure a high-quality client experience.

In this role you will track initiatives, present KPI trends, and identify opportunities to improve processes and reporting as you grow with the Client Operations function.