USBAM Client Relations Consultant

U.S. Bank • Charlotte, NC • 1h ago

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

The Client Relations Associates are the front line daily interface and liaison between portfolio management, the client's custodian, and auditors. Compiles and disseminates client portfolio information, including transactions, portfolio characteristics, and investment performance to consultants. Organizes and prepares presentation materials for formal client reviews. Develops customized reporting to meet client needs not met by standard system reporting. Actively participates and contributes to weekly departmental conference calls, which include client development, consultant relations, compliance, marketing, communications, and finance. Facilitates and coordinates the opening of new client portfolios, including transition meetings with client development and clients, as well as the closing of terminated portfolios. Initiates, coordinates, and facilitates portfolio certifications to meet client/consultant regulatory (SOX) requirements. Actively participates in segment team meetings, proactively researching prospect information, and lead generation to support client development director new business development activities.

Basic Qualifications

Typically a Bachelor's degree, or equivalent work experience

Typically three or more years of client services experience

Preferred Skills/Experience

Thorough knowledge of performance reporting terms and calculations, investment terminology, portfolio accounting, and some level of financial accounting

Ability to manage multiple tasks/projects and deadlines simultaneously

Ability to identify and resolve exceptions and to interpret data

Proven customer service/relations skills

Effective interpersonal, verbal and written communication skills

Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

FINRA Series 6 and 63 licenses required, or the ability to obtain within 120 days of the start date

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

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

Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) .

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $66,640.00 - $78,400.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Similar Jobs

Vice President, Lead Capital Markets Document Negotiator

Wells Fargo • Charlotte, NC • 1h ago

Management & Administrative

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government a...

1h ago

Go to Apply

Utility Security Officer - Flexible Schedule - $19.75/hr (#95)

Sunstates Security • Charlotte, NC • 6h ago

Management & Administrative

Utility Security Officer - Flexible Schedule - $19.75/hr (#95) Charlotte, NC, United States of America $19.75 -$19.75 BackApply Now Back Apply Now Overview Become part of one of the largest and fastest-growing privately...

6h ago

Go to Apply

Commercial Sales Manager

AutoZone, Inc. • Clover, SC • 7h ago

Management & Administrative

Job Description The Commercial Sales Team at AutoZone plays a pivotal role in driving growth across our professional customer base. Focused on delivering quality parts, reliable service, and dedicated support, this team...

7h ago

Go to Apply

Packaged Application Development Manager

Accenture • Charlotte, NC • 18h ago

Management & Administrative

Packaged Application Development Manager (Accenture LLP; Charlotte, NC): Accenture LLP has multiple openings for the position of Packaged Application Development Manager in Charlotte, NC, and the job duties are as follow...

18h ago

Go to Apply

Supply Chain and Operations - Sourcing and Procurement Manager

Accenture • Charlotte, NC • 1d ago

Management & Administrative

We are: We are part of a fast-moving Supply Chain organization helping Fortune 500 clients reinvent how they source, procure, and manage third parties. Our work sits at the intersection of operating model design, process...

1d ago

Go to Apply

Customer Services Support Senior Business Analyst

Duke Energy • Charlotte, NC • 1d ago

Management & Administrative

Customer Services Support Senior Business Analyst Apply ( https://dukeenergy.wd1.myworkdayjobs.com/en-US/search/job/Charlotte-NC/Customer-Services-Support-Senior-Business-Analyst_R39804/apply ) remote @type Virtual locat...

1d ago

Go to Apply

Operations Consulting - Value Capture - Procurement Strategy and Strategic Sourcing - Experienced Associate

PwC • Charlotte, NC • 1d ago

Management & Administrative

Specialty/Competency: Operations Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 60% The Opportunity As an Operations Consulting - Value Capture - Procurement Strategy and Strategic Sourci...

1d ago

Go to Apply

Account Manager

Allied Universal • Concord, NC • 2d ago

Management & Administrative

Company Overview: Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative...

2d ago

Go to Apply

Senior Analytics and Visualization Consultant - Digital & Marketing Analytics

Duke Energy • Charlotte, NC • 2d ago

Management & Administrative

Senior Analytics and Visualization Consultant - Digital & Marketing Analytics Apply ( https://dukeenergy.wd1.myworkdayjobs.com/en-US/search/job/Charlotte-NC/Senior-Analytics-and-Visualization-Consultant---Digital---M...

2d ago

Go to Apply

Operations Manager

Michaels • Charlotte, NC • 2d ago

Management & Administrative

Store - Charlotte - University, NC Lead the operational processes to deliver sales and profits while protecting our assets. Provide a well merchandised and well in-stock store by leading and supporting inventory manageme...

2d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)