U.S. Bank · 7 hours ago
Custody Operations Specialist 3 - Quest Action Proxy Team
Milwaukee, WI
Full-time
Hybrid
Entry, Mid Level
$22.50/hr - $30/hr
2+ years expU.S. Bank is dedicated to helping customers and businesses make better financial decisions. The Custody Operations Specialist 3 will be responsible for operational support and processing of Wealth Management & Investment Services client accounts, ensuring compliance with established policies and effectively managing multiple tasks within set timelines.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Responsible for the operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes
Accountable for setting up securities, general account and asset level maintenance with some level of supervision
Responsibilities have various levels of risk correlating to the type and size of account or product
Effectively and accurately coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines
Understands and achieves established Service Level Agreements
Accountable for compliance with established department policies and procedures
Qualification
Required
Associate's degree, or equivalent work experience
Two or more years of relevant experience
Preferred
Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
Ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)
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
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
2025-12-24
2025-12-17
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