Wealth & Corporate COE: Account Maintenance Specialist

U.S. Bank

Saint Paul (MN)

On-site

USD 32,000 - 41,000

Full time

9 days ago

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Benefits offered by this job

Healthcare
Life Insurance
Disability Insurance
Parental Leave
401(k) Plan
Paid Vacation

Job summary

U.S. Bank is seeking an Account Maintenance Specialist to support WCIB client accounts with post-opening maintenance, data updates, and various system changes. You will manage a steady flow of requests, ensure accuracy, and coordinate with front-office teams to resolve issues efficiently.

This role emphasizes internal operational support in a fast-paced environment, with no external customer communication. Requires an associate degree or equivalent and 2+ years of relevant experience, plus

Qualifications

  • Associate’s degree, or equivalent work experience.
  • Two or more years of relevant experience.
  • Basic understanding of regulatory and accounting principles affecting Wealth Management & Investment Services.

Responsibilities

  • Support post-opening account maintenance for WCIB client accounts.
  • Process a steady flow of transactional requests and updates.
  • Review requests for accuracy, following procedures and checklists.
  • Collaborate with front-office teams to clarify incomplete requests.

Skills

Analytical skills
Organizational skills
Multitasking
Problem-solving
Communication skills

Education

Associate degree or equivalent

Tools

Microsoft Office

Job description

U.S. Bank is seeking an Account Maintenance Specialist to support WCIB client accounts with post-opening maintenance, data updates, and various system changes. You will manage a steady flow of requests, ensure accuracy, and coordinate with front-office teams to resolve issues efficiently.

This role emphasizes internal operational support in a fast-paced environment, with no external customer communication. Requires an associate degree or equivalent and 2+ years of relevant experience, plus

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