USBAM Client Relations Consultant at U.S. Bank

Harrisburg, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Jul, 26

Salary

78400.0

Posted On

04 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client relations, Portfolio management, Investment terminology, Performance reporting, Portfolio accounting, Financial accounting, Data interpretation, Customer service, Interpersonal skills, Verbal communication, Written communication, Microsoft Office, FINRA Series 6, FINRA Series 63, Project management

Industry

Banking

Description

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 license required 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. 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. 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. 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. 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.

Responsibilities

The Client Relations Consultant acts as a liaison between portfolio management, custodians, and auditors to disseminate portfolio information and investment performance. They also coordinate new client portfolio openings, prepare presentation materials for client reviews, and support business development activities.