Client Operations

U.S. Bancorp
Milwaukee
Workplace: OnsiteFull timeUSD 111,605 - 131,300 annuallyFunction: Customer Success & Account ManagementExperience: 8-10 yearsEducation: bachelorsSkills: ["Management and leadership","Organizational skills","Analytical skills","Exception identification","Verbal communication"]

Deliver a comprehensive, client-focused operating approach by helping define, design, and implement projects and solutions for client needs. Serve as an internal and external escalation point, manage client inquiries, and oversee initiatives across a multi-discipline servicing team. Create an integrated operating model across jurisdictions and centers, provide governance for service solutions, and lead monthly KPI and issue review meetings with clients and internal partners.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Client Operations

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Deliver a comprehensive, client-focused operating approach by helping define, design, and implement projects and solutions for client needs. Serve as an internal and external escalation point, manage client inquiries, and oversee initiatives across a multi-discipline servicing team. Create an integrated operating model across jurisdictions and centers, provide governance for service solutions, and lead monthly KPI and issue review meetings with clients and internal partners.
Location: Milwaukee
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Create an integrated operating model across product jurisdictions and operating centers.
  • •Act as an escalation point for unresolved service items across business lines serving the client.
  • •Provide governance and a framework to enhance delivered service solutions.
  • •Lead monthly internal and external meetings to review KPIs, key issues, and upcoming products or asset classes.
  • •Manage client inquiries, projects, and initiatives across a multi-discipline servicing team.

Pay and Benefits

Salary: USD 111,605 - 131,300 annually
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kRetirementPaid LeavePaid HolidayAdoption Assistance

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •8 to 10 years of experience in project management activities.
  • •Knowledge of multiple business lines preferred (Fund Accounting, Custody, Transfer Agent, Fund Administration).
  • •Comprehensive knowledge of the assigned business line or functional area.
  • •Strong organizational, analytical, and verbal/written communication skills.
Experience:8-10 years
Education:Bachelor's
Skills:Management and leadershipOrganizational skillsAnalytical skillsException identificationVerbal communication

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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Glassdoor: 3.8
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