Investment Services Account Manager

U.S. Bancorp
Minnesota
Workplace: HybridFull timeUSD 64,855 - 76,300 annuallyFunction: Customer Success & Account ManagementExperience: 2-4 yearsEducation: associatesSkills: ["Interpersonal communication","Verbal communication","Written communication","Problem-solving"]

Manage onboarding for Investment Services accounts of varying sizes to the Global Custody Pivot online portal, ensuring accurate setup and an exceptional client experience. Interpret IT&C user authorization and support documentation to select correct coding in the Pivot Admin System. Partner with Relationship Management and Client Services to resolve documentation issues, clear exceptions with risk and compliance teams, and support training and process improvement initiatives to increase capacity and efficiency.

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

Investment Services Account Manager

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Manage onboarding for Investment Services accounts of varying sizes to the Global Custody Pivot online portal, ensuring accurate setup and an exceptional client experience. Interpret IT&C user authorization and support documentation to select correct coding in the Pivot Admin System. Partner with Relationship Management and Client Services to resolve documentation issues, clear exceptions with risk and compliance teams, and support training and process improvement initiatives to increase capacity and efficiency.
Location: Minnesota
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage onboarding of Investment Services accounts to Global Custody Pivot, ensuring accurate setup and an exceptional online experience
  • •Interpret IT&C user authorization documentation to select appropriate coding within the Pivot Admin System
  • •Collaborate with Relationship Management and Client Services to identify documentation issues, clarify client requests, and support future enhancements
  • •Maintain appropriate documentation retention and client Global Custody profile folders; support reviews and exception clearance with risk and compliance teams
  • •Identify training needs, participate in training, and coach/assist less experienced Pivot Account Managers while contributing to committees and projects

Pay and Benefits

Salary: USD 64,855 - 76,300 annually
Perks:Health InsuranceDentalVision401kPaid LeavePaid HolidayParental Leave

Key Requirements

  • •Associate’s degree, or equivalent work experience
  • •Typically two to four years of job-related experience, preferably in institutional trust and/or the financial industry
  • •Basic knowledge of trust administration, products, and sales
  • •Basic knowledge of account management, trust operations, project management, and legal regulations
  • •Ability to resolve complex problems with minimal guidance
Experience:2-4 yearsInstitutional trustFinancial servicesTrust operations
Education:Associate's
Skills:Interpersonal communicationVerbal communicationWritten communicationProblem-solving
Tech Stack:Global Custody PivotPivot Admin System

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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