Client Operations Specialist, Investment Services

US Bank; Milwaukee (WI); Presencial; USD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Disability leave

Parental leave

11 paid holidays

Adoption assistance

Sick leave

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Project management

Client service

Cross-functional

Data reporting

MS Excel

Educación

Bachelor's degree or equivalent

Herramientas

Excel

PowerPoint

Reporting tools

Descripción del empleo

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.