Relationship Manager

About This Role

The Relationship Manager at U.S. Bank serves as a trusted advisor to clients in the mutual fund industry, helping them navigate a complex and dynamic environment. This role focuses on maximizing client retention and expanding product development and services, ensuring clients can concentrate on growing their assets.

Responsibilities

• Maximize client retention and expand 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 clients' 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 requests and information for SEC Exams
• Review and approve shareholder statements, shareholder applications, regulatory documents, and tax forms
• Assist Senior Relationship Managers with daily responsibilities

Requirements

• 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

Nice to have:

• 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)