Custody Operations Analyst - Manual Transfers jobs in United States
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U.S. Bank · 8 hours ago

Custody Operations Analyst - Manual Transfers

positionMilwaukee, WI
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$60K/yr - $71K/yr
date2+ years exp

U.S. Bank is on a journey to help customers and businesses make better financial decisions. They are seeking a Custody Operations Analyst to manage and oversee Wealth Management & Investment Services client accounts, ensuring efficient processing and high-quality customer service.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Provides technical, industry, process, and trouble-shooting support for products or accounts to a team of operation Specialists within their own unit/discipline. Primary focus is on day-to-day deliverables, developing solutions based upon subject expertise, occasionally representing the department at a broader level; may also contribute to strategic planning within area of expertise
Accountable for the completion of daily processing activities
Delivers a high level of customer service and is responsible for the identification of and minimization of risk in the control environment, process efficiency and effective customer issue resolution
Responsibilities have various levels of risk correlating to the type and size of account or product
May be required to provide supervisory responsibilities and apply independent judgement and decision making based on area of expertise

Qualification

Broker-dealer operationsRegulatory principlesAnalytical skillsProblem-solving skillsCustomer relationsMicrosoft OfficeCommunication skillsOrganizational skills

Required

Two years or more of related experience

Preferred

Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
Proven experience in Broker-dealer operations
Ability to multitask and meet established deadlines in a dynamic work environment
Demonstrated analytical, problem-solving, decision-making, and organizational skills
Effective customer relations, interpersonal, and verbal and written communication skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

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

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Glassdoor3.6
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At U.S.
dateFounded in 1968
location
Minneapolis, Minnesota, USA
people-size10001+ employees
web-link
http://www.usbank.com

Funding

Current Stage
Public Company
Total Funding
$991M
Key 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

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John C Stern
CFO
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Daniel Crozier
Senior Vice President Operations
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