Global Fund Custody Client Services Manager

U.S. Bank; Milwaukee (WI); On-site; USD 98,000 - 116,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) Retirement plan

Paid vacation

Sick leave and disability

Job summary

U.S. Bank in Milwaukee seeks a Global Fund Custody Client Service Manager to advise clients on custody needs, monitor assets, and drive service improvements. Extensive mutual fund or brokerage experience is required, with a bachelor’s degree or equivalent.

The role emphasizes strong client relationships, risk management, and collaboration across internal teams. The role involves working from a U.S. Bank location at least three days per week and requires excellent communication and analytical

Qualifications

• Bachelor's degree in business administration or related field or equivalent experience.
• Nine to 14 years of experience in a mutual fund related or brokerage industry position.

Responsibilities

• Maximize client retention and expand USB's product development and services.
• Monitor client asset levels and propose fee structure amendments.
• Conduct monthly client risk assessments measuring client satisfaction.
• Proactively make recommendations to maintain and increase service levels offered by U.S. Bank.
• Research client products and services to identify sales opportunities.

Skills

Client service

Communication

Analytical thinking

Education

Bachelor's degree in business administration or related field

Equivalent experience

Tools

Microsoft Office

Job description

U.S. Bank in Milwaukee seeks a Global Fund Custody Client Service Manager to advise clients on custody needs, monitor assets, and drive service improvements. Extensive mutual fund or brokerage experience is required, with a bachelor’s degree or equivalent.

The role emphasizes strong client relationships, risk management, and collaboration across internal teams. The role involves working from a U.S. Bank location at least three days per week and requires excellent communication and analytical