ETF Relationship Manager: Grow Client Assets

U.S. Bank; Milwaukee (WI); On-site; USD 92,000 - 108,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) employer-funded retirement plan

Paid vacation

Up to 11 paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking a Relationship Manager for USBFS to retain clients and guide them on mutual fund strategies. You will assess client needs, coordinate with internal teams, and support daily operations while promoting services and ensuring satisfaction.

The role requires strong financial services knowledge, client-facing skills, and proficiency in Microsoft Office and Excel. This is a full-time, on-site position in Milwaukee with competitive benefits.

Qualifications

• Bachelor's degree in business administration or related field, or equivalent experience.
• Four to six years of experience in a mutual fund/ETF related or brokerage industry position.
• Advanced knowledge of the financial services industry and related operations, legal or accounting principles affecting the mutual fund industry.
• Ability to build strong relationships and promptly respond to client inquiries while ensuring client satisfaction.
• Strong organizational skills and ability to handle multiple tasks amid changing priorities.
• Proficiency in Microsoft Office; ability to build formula-driven Excel spreadsheets.

Responsibilities

• Maximize client retention and expand USBFS's product development and services.
• Monitor client asset levels and propose fee structure amendments.
• Conduct monthly client risk assessments measuring client satisfaction for each service line.
• Coordinate interdepartmental meetings to develop strategies and solutions for client requests.
• Review and approve all business line invoices for reasonableness and accuracy.
• Assist Senior Relationship Managers with daily responsibilities.
• Host client tours of USBFS operations and participate in annual client conference.

Skills

Client relationship management

Financial services knowledge

Excel proficiency

Microsoft Office

Education

Bachelor's degree in business administration or related field

Tools

Microsoft Excel

Microsoft Office

Job description

U.S. Bank is seeking a Relationship Manager for USBFS to retain clients and guide them on mutual fund strategies. You will assess client needs, coordinate with internal teams, and support daily operations while promoting services and ensuring satisfaction.

The role requires strong financial services knowledge, client-facing skills, and proficiency in Microsoft Office and Excel. This is a full-time, on-site position in Milwaukee with competitive benefits.