Client Services Manager

U.S. Bank Relationship Manager

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One.

In today's complex and dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. USBFS' Relationship Managers are viewed as trusted advisors and we work with our clients to continually assess the rapidly changing business environment to provide expertise and guidance so our clients can focus on growing their firm's assets.

Job duties include maximizing client retention and expanding U.S. Bancorp Fund Services' product development and services. Monitor client asset levels and propose fee structure amendments. Conduct monthly client risk assessments measuring client satisfaction levels for each service line offered by USBFS. Proactively make recommendations to clients to maintain and increase service levels offered by USBFS. Research client's products and existing services to identify sales opportunities. Coordinate interdepartmental meetings to facilitate open communication among internal personnel to effectively develop strategies and solutions to meet clients' requests. Maintain open client communication by coordinating and facilitating client tours of USBFS' operations as well as hosting at USBFS' annual client conference. Review and approve all business line invoices of USBFS and U.S. Bank, N.A. for reasonableness and accuracy. Prepare and complete transfer agent audit request and information for SEC Exams. Review and approve shareholder statements, shareholder applications, regulatory documents and tax forms. Assist Senior Relationship Managers with daily responsibilities.

Basic Qualifications :

• Bachelor's degree in business administration or related field, or equivalent experience
• Four to six years of experience in a mutual fund related or brokerage industry position

Preferred Skills / Experience :

Benefits :

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours) :

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range : $75,820.00 - $89,200.00