U.S. Bank · 1 day ago
Mutual Funds Relationship Manager
Milwaukee, WI
Full-time
Onsite
Entry Level
$60K/yr - $71K/yr
1+ years expU.S. Bank is focused on helping customers and businesses make better financial decisions. The Mutual Funds Relationship Manager will serve as a trusted advisor to clients in the mutual fund industry, working to maximize client retention and satisfaction while managing client asset levels and facilitating communication between departments.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
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
Qualification
Required
Bachelor's degree in business administration or related field, or equivalent experience
One to two years of experience in a mutual fund related or brokerage industry position
Preferred
Solid knowledge of the financial services industry and an understanding of operations, legal or accounting principles which impacts the mutual fund industry
Ability to build strong working relationships by promptly responding to client inquiries and understanding clients' priorities while working to ensure ongoing client satisfaction
Demonstrated effective work habits and organizational skills of prioritizing and planning, with the ability to handle multiple tasks while adapting to changing client priorities
Well-developed ability to produce high-quality work that is accurate and thorough with attention to detail
Proven team-oriented skills
Working knowledge of Microsoft Office products
Ability to build formula-driven Microsoft Excel spreadsheets
Flexibility with work hours as required meeting expectations of the client
Benefits
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
Company
U.S. Bank
At U.S.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
John C Stern
CFO
Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
Recent News
2026-01-22
2026-01-20
2026-01-20
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