Global Fund Services Onboarding Professional

U.S. Bancorp
Milwaukee
Workplace: OnsiteFull timeUSD 98,175 - 115,500 annuallyFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Communication","Interpersonal skills","Organizational skills","Problem-solving","Ownership"]

Own client onboarding for Global Fund Services, coordinating onboarding calls, managing onboarding events, and ensuring timely, accurate transitions into ongoing fund servicing. Partner with internal teams to set up and validate registered investment products (e.g., mutual funds and ETFs), retain critical documents in systems of record, and provide clear status updates and escalations to Relationship Managers and leadership.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
4 days ago

Global Fund Services Onboarding Professional

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 day agoStatus: Live

Job Summary

Own client onboarding for Global Fund Services, coordinating onboarding calls, managing onboarding events, and ensuring timely, accurate transitions into ongoing fund servicing. Partner with internal teams to set up and validate registered investment products (e.g., mutual funds and ETFs), retain critical documents in systems of record, and provide clear status updates and escalations to Relationship Managers and leadership.
Location: Milwaukee
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Lead routine client onboarding calls and coordinate onboarding transitions with internal Global Fund Services teams.
  • •Ensure onboarding events are timely and accurate based on client intent and internal requirements, retaining critical documents in systems of record.
  • •Validate new setup documentation aligns with product details for registered investment products.
  • •Communicate onboarding efforts, status updates, and challenges to Relationship Managers and Global Fund Services leadership with appropriate escalation.
  • •Take ownership of assigned relationships and serve as an escalation point for clients, improving processes as needed.

Pay and Benefits

Salary: USD 98,175 - 115,500 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •10+ years of direct experience with project management responsibilities.
  • •Robust knowledge of fund administration/accounting, transfer agency, custody, and/or regulatory compliance (mutual funds or ETFs preferred).
  • •Significant experience in client onboarding, relationship management, trust/security operations, or project management.
  • •Strong interpersonal and written/verbal communication with superior organizational and project management skills.
Experience:Fund administrationFund accountingMutual fundsETFsClient onboarding
Education:Bachelor's
Skills:CommunicationInterpersonal skillsOrganizational skillsProblem-solvingOwnership
Tech Stack:SWIFTFTPAPIsOnline portal

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
Glassdoor: 3.8
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