U.S. Bank · 1 month ago
Global Fee Management (GFM) Fee Analyst
Milwaukee, WI
Full-time
Hybrid
Entry Level
$65K/yr - $76K/yr
1+ years expU.S. Bank is committed to helping customers and businesses make better financial decisions. The Fee Analyst will analyze and interpret fee schedules for Wealth Management & Investment Services accounts, ensuring accurate fee coding, billing, and compliance with regulations.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Review, code, and process fee requests received through the team’s workflow system; ensure timely and accurate invoices for client accounts
Meet service level agreements (SLA: 5 business days), conduct peer reviews, and return incomplete submissions as needed
Collaborate with other analysts, relationship managers, European middle office, and European tax teams to resolve complex fee and tax issues
Analyze trends, lead and participate in process improvement projects, and maintain high standards of accuracy and accountability
Build partnerships across teams, communicate openly, and balance policy requirements with client needs
Demonstrate understanding of policy, procedures and adherence to controls required to conduct business activities
Qualification
Required
Bachelor's degree in accounting, finance, or related field, or equivalent work experience
One or more years of financial industry related experience
Preferred
Strong analytical, problem-solving, decision-making, and organizational skills
Excellent customer relations and communication abilities
Proficiency in Excel and PowerPoint
Ability to assess requests critically, work independently and collaboratively, and adapt to changing volumes and priorities
Experience managing projects, resolving client issues, and navigating ambiguous situations
Familiarity with trust and securities operations, fee billing/coding, and European regulatory requirements
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
C
Chris Lenhart
Executive Vice President & Deputy General Counsel
Recent News
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