U.S. Bank is focused on helping customers and businesses make better financial decisions. The Mutual Funds Relationship Manager will serve as a trusted advisor to clients in the mutual fund industry, working to maximize client retention and satisfaction while managing client asset levels and facilitating communication between departments.
Responsibilities
- Maximizing client retention and expanding U.S. Bancorp Fund Services' product development and services
- Monitor client asset levels and propose fee structure amendments
- Conduct monthly client risk assessments measuring client satisfaction levels for each service line offered by USBFS
- Proactively make recommendations to clients to maintain and increase service levels offered by USBFS
- Research client's products and existing services to identify sales opportunities
- Coordinate interdepartmental meetings to facilitate open communication among internal personnel to effectively develop strategies and solutions to meet clients' requests
- Maintain open client communication by coordinating and facilitating client tours of USBFS' operations as well as hosting at USBFS' annual client conference
- Review and approve all business line invoices of USBFS and U.S. Bank, N.A. for reasonableness and accuracy
- Prepare and complete transfer agent audit request and information for SEC Exams
- Review and approve shareholder statements, shareholder applications, regulatory documents and tax forms
- Assist Senior Relationship Managers with daily responsibilities
Skills
- Bachelor's degree in business administration or related field, or equivalent experience
- One to two years of experience in a mutual fund related or brokerage industry position
- Solid knowledge of the financial services industry and an understanding of operations, legal or accounting principles which impacts the mutual fund industry
- Ability to build strong working relationships by promptly responding to client inquiries and understanding clients' priorities while working to ensure ongoing client satisfaction
- Demonstrated effective work habits and organizational skills of prioritizing and planning, with the ability to handle multiple tasks while adapting to changing client priorities
- Well-developed ability to produce high-quality work that is accurate and thorough with attention to detail
- Proven team-oriented skills
- Working knowledge of Microsoft Office products
- Ability to build formula-driven Microsoft Excel spreadsheets
- Flexibility with work hours as required meeting expectations of the client
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Company Overview
At U.S. It was founded in 1968, and is headquartered in Minneapolis, Minnesota, USA, with a workforce of 10001+ employees. Its website is http://www.usbank.com.
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