U.S. Bancorp

1 week ago

Global Fund Custody Account Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Manage and oversee Wealth Management & Investment Services (WMIS) client accounts and products, ensuring day-to-day deliverables, strong client service, and effective issue resolution. Provide technical and troubleshooting support across custody operational functions and processes, with ownership of daily processing activities and risk minimization in the control environment. Occasionally represent the department and may contribute to strategic planning within the area of expertise.

Location: Luxembourg

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Manage and oversee WMIS client accounts and products of various types and sizes.
•Provide technical, industry, process, and troubleshooting support to operations specialists within the unit/discipline.
•Drive day-to-day deliverables and develop solutions using subject-matter expertise; occasionally represent the department.
•Complete daily processing activities with a focus on high customer service and minimizing risk in the control environment.
•Identify and resolve customer issues effectively; responsibilities vary by account/product risk level and may include supervisory duties using independent judgment.

Key Requirements

•3+ years of related experience in custody/wealth management account operations.
•Bachelor’s degree.
•Ability to learn custody operational functions, systems, and procedures across relevant products/services.
•Strong multitasking skills to meet deadlines in a dynamic environment.
•Knowledge of regulatory and accounting principles impacting WMIS business lines and clients.

Experience:3+ yearsCustodyWealth managementInvestment services

Education:Bachelor's

Skills:AnalyticalProblem-solvingDecision-makingOrganizationalCustomer communicationTroubleshootingRisk minimizationMultitaskingInterpersonal communication

Tech Stack:Microsoft OfficeExcel

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

U.S. Bancorp

U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

1 week ago

Global Fund Custody Account Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Location: Luxembourg

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Manage and oversee WMIS client accounts and products of various types and sizes.
•Provide technical, industry, process, and troubleshooting support to operations specialists within the unit/discipline.
•Drive day-to-day deliverables and develop solutions using subject-matter expertise; occasionally represent the department.
•Complete daily processing activities with a focus on high customer service and minimizing risk in the control environment.
•Identify and resolve customer issues effectively; responsibilities vary by account/product risk level and may include supervisory duties using independent judgment.

Key Requirements

•3+ years of related experience in custody/wealth management account operations.
•Bachelor’s degree.
•Ability to learn custody operational functions, systems, and procedures across relevant products/services.
•Strong multitasking skills to meet deadlines in a dynamic environment.
•Knowledge of regulatory and accounting principles impacting WMIS business lines and clients.

Experience:3+ yearsCustodyWealth managementInvestment services

Education:Bachelor's

Skills:AnalyticalProblem-solvingDecision-makingOrganizationalCustomer communicationTroubleshootingRisk minimizationMultitaskingInterpersonal communication

Tech Stack:Microsoft OfficeExcel

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

U.S. Bancorp

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor