Custody Operations Specialist (multiple levels)

U.S. Bancorp
Cincinnati, Milwaukee
Workplace: HybridFull timeUSD 21.25 - 28.32 hourlyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: associatesSkills: ["Analytical","Problem-solving","Decision-making","Organizational skills","Customer relations"]

Provide operational support for Wealth Management & Investment Services client accounts and products, including setting up securities, maintaining general and asset-level account data, and handling duties with risk awareness. Coordinate multiple assignments accurately and within timelines, meet Service Level Agreements, and ensure compliance with department policies and procedures. The role is offered at multiple levels for candidates with at least 2+ years of experience, with hybrid work from one of the listed locations.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

Custody Operations Specialist (multiple levels)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Provide operational support for Wealth Management & Investment Services client accounts and products, including setting up securities, maintaining general and asset-level account data, and handling duties with risk awareness. Coordinate multiple assignments accurately and within timelines, meet Service Level Agreements, and ensure compliance with department policies and procedures. The role is offered at multiple levels for candidates with at least 2+ years of experience, with hybrid work from one of the listed locations.
Location: Cincinnati, Milwaukee
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide operational support and processing for Wealth Management & Investment Services (WMIS) client accounts and products.
  • •Set up securities and perform general account and asset-level maintenance with some level of supervision.
  • •Coordinate and complete multiple duties and assignments concurrently and accurately within timelines.
  • •Understand and achieve established Service Level Agreements.
  • •Ensure compliance with established department policies and procedures.

Pay and Benefits

Salary: USD 21.25 - 28.32 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •Associate's degree, or equivalent work experience.
  • •High school diploma or equivalent and two or more years of relevant experience.
  • •Basic understanding of regulatory and accounting principles affecting Wealth Management & Investment Services.
  • •Ability to quickly learn custody operational functions, systems, and procedures for assigned area(s).
  • •Ability to multitask and meet established deadlines in a dynamic work environment.
Experience:2+ years
Education:Associate's
Skills:AnalyticalProblem-solvingDecision-makingOrganizational skillsCustomer relations
Tech Stack:Microsoft Office

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
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