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Investment Services Account Manager jobs in United States
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U.S. Bank · 6 hours ago

Investment Services Account Manager

positionPhiladelphia, PA
timeFull-time
remoteHybrid
seniorityMid Level
money$71K/yr - $84K/yr
date4+ years exp
U.S. Bank is dedicated to helping customers and businesses make smarter financial decisions. The Investment Services Account Manager is responsible for managing a diverse portfolio of institutional trust and custody accounts, serving as the primary point of contact for clients and ensuring exceptional service through proactive communication and problem-solving.
BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Serve as the main point of contact for an assigned book of institutional trust and custody accounts
Build strong, professional client relationships through timely communication and responsive service
Ensure client needs are met with professionalism, accuracy, and diligence
Oversee and perform daily servicing responsibilities, including reviewing and approving client requests submitted by support staff
Verify that all activities are completed thoroughly, accurately, and within established timeframes
Monitor ongoing account activity and partner with internal teams as needed to support effective servicing
Continuously evaluate operational workflows to identify opportunities to enhance efficiency and advance potential automation
Maintain high standards of service quality, ensuring internal processes support both operational accuracy and exceptional client service

Qualification

Trust administrationAccount managementTrust operationsLegal regulationsProject managementBusiness developmentProblem-solvingInterpersonal skillsVerbal communicationWritten communication

Required

Associate's degree, or equivalent work experience
Typically four to six years of job-related experience, preferably in institutional trust and/or financial industry

Preferred

Thorough knowledge of trust administration, products and sales
Thorough knowledge of account management, trust operations, project management, and legal regulations
Ability to develop new business
Ability to resolve complex problems with minimal guidance
Effective interpersonal, verbal and written communication skills

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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C
Chris Lenhart
Executive Vice President & Deputy General Counsel
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