Global Fund Services Onboarding Professional
Job Location:
Milwaukee, WI - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
At U.S. Bank were 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.
The Global Fund Services Onboarding team provides guidance and education to Global Fund Services clients throughout the process of establishing and launching new investment products as well as helping integrate clients into the broader U.S. Bank ecosystem.
As an onboarding professional this person will work directly with clients and internal Global Fund Services teams to manage onboarding events and help establish registered investment products of various sizes. These products generally consist of mutual funds exchange traded funds or similar investment vehicles.
In this role the incumbent will be expected to perform the following:
- Support our Business Development Officer and Relationship Manager teams by leading routine client onboarding calls and partner with other Global Fund Services teams to ensure smooth client transitions from onboarding to ongoing fund servicing
- Ensure onboarding events are proceeding timely and accurately based on client intent and internal requirements with critical documents being retained within systems of record
- Validate new setup documentation is completed in line with understanding of product details
- Effectively communicate efforts status updates and challenges to Relationship Managers and Global Fund Services leadership ensuring proper escalation as needed
- Willingness to take ownership of assigned relationships and serve as an escalation point for clients
- Embrace change and continually think outside of the box to find new ways to solve problems
As an emerging professional the broader team will help this person grow and develop continued experience and understanding of our customers products and provided services.U.S. Bank provides a career path that can lead to working on increasingly complex onboarding assignments significant and diversified career growth and expanded autonomy.
Basic Qualifications:
- Bachelors degree or equivalent work experience
- 10 or more years of direct experience with project management responsibilities
Preferred Skills/Experience
- Robust knowledge of fund administration fund accounting transfer agency custody and/or regulatory compliance especially with mutual funds or ETFs
- Significant prior experience in client onboarding relationship management trust/security operations or project management
- Excellent interpersonal verbal and written communication skills
- Superior organizational managerial and project management skills
- Ability to think on your feet and resolve complex problems with minimal supervision
- Operationally conscious with a desire to learn system inputs outputs and diverse product workflows
- Working knowledge of common investment industry communication channels (SWIFT FTP APIs online portal)
If theres anything we can do to accommodate a disability during any portion of the application or hiring process please refer to ourdisability accommodations for applicants.
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. Thats 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:
Healthcare (medical dental vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
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.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.
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 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: $98175.00 - $115500.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition certain positions may also be subject to the requirements of FINRA NMLS registration Reg Z Reg G OFAC the NFA the FCPA the Bank Secrecy Act the SAFE Act and/or federal guidelines applicable to an agreement such as those related to ethics safety or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Required Experience:
Unclear Seniority
About Company
Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.
