Investment Operations Specialist - USBA Account Services
Minnesota
Workplace: OnsiteFull time21.25 - 28.32Function: Solutions Engineering & Sales EngineeringExperience: 4+ yearsEducation: high_schoolSkills: ["Attention to detail","Customer service","Problem resolution","Time management","Verbal and written communication"]Support U.S. Bank’s investment and brokerage account onboarding and maintenance through the USBA Account Services team. Review and process investment account requests, perform quality control on documentation, open new brokerage accounts, and update account information in brokerage systems such as Wealthscape. Coordinate with field representatives and investment advisors while managing processing queues and meeting productivity and quality expectations across brokerage accounts, IRAs, and Roth IRAs.
