Investment Services Account Manager - Hybrid & Growth

U.S. Bank; Gresham (OR); Hybrid; USD 71,000 - 84,000; Full time

Benefits offered by this job

Healthcare

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k)

Job summary

U.S. Bank is seeking an experienced Investment Services Account Manager to oversee client accounts and support staff, ensuring service excellence and adherence to regulatory requirements. The role focuses on retaining and expanding relationship revenue while managing expenses.

The position requires an Associate degree and 4–6 years in institutional trust or financial services, with strong communication and problem-solving skills. Hybrid schedule with in-office days and flexibility.

Qualifications

• Requires an Associate’s degree or equivalent work experience.
• Typically four to six years of job-related experience, preferably in institutional trust and/or financial industry.
• Prefer thorough knowledge of trust administration, products and sales.
• Ability to develop new business and resolve complex problems with minimal guidance.

Responsibilities

• Manage investment services accounts, serving as primary contact for clients.
• Oversee work by support staff to ensure compliance with agreements, regulations and procedures.
• Retain and expand relationship revenue while controlling expenses.
• Provide high level of customer service and clear communications with clients.

Skills

Account management

Customer service

Communication

Financial knowledge

Education

Associate degree

Job description

U.S. Bank is seeking an experienced Investment Services Account Manager to oversee client accounts and support staff, ensuring service excellence and adherence to regulatory requirements. The role focuses on retaining and expanding relationship revenue while managing expenses.

The position requires an Associate degree and 4–6 years in institutional trust or financial services, with strong communication and problem-solving skills. Hybrid schedule with in-office days and flexibility.