At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Client Services Director is a member of the USBAM Sales Enablement & Client Experience team. This leader is a strong contributor and manager, responsible for a small team providing client service support for Advisory clients. The client services team oversees compliance, communication, client onboarding, contract management, and client data/records management for advisory clients.

Initially this individual will be responsible for designing, developing, and implementing a horizontal client onboarding process across the business. This process will support the onboarding and re-boarding of clients/accounts and consider circumstances where external stakeholders are involved. Adjacent to this top priority, this role will be responsible for evaluating, action planning, and implementing any needed remediation related to the record keeping and accuracy of client data.

Ongoing, the Client Service Director and the team will collaborate with both internal teams as well as external customers to ensure the successful and timely completion of onboarding projects in alignment with customer needs and expectations. The team may support additional functions such as managing client inquiries and proactive outreach strategies as capacity allows.  

The ideal candidate has a basic understanding of data architecture and systems used to support institutional clients. This leader is an action-oriented change leader who can identify and solve complex problems quickly. They are consistently working to improve processes and optimize efficiency. Ability to manage multiple projects and implement new solutions quickly. This leader will have strong organizational and analytical skills. They are process driven with an affinity towards technology solutions. An ability to zoom out and see the big picture and zoom in to analyze key details. They have a collaborative spirit and understand when and how to gain alignment with internal stakeholders and build support for change. 

Basic Qualifications

Bachelor's degree, or equivalent work experienceEight or more years of experience in the financial services or investment management industryExperience working with Institutional Clients in client service, operations, and/or project managementThree or more years of leadership experience and management of employeesProficiency with Microsoft Office products (Excel, Power Point, and Word)

Preferred Skills/Experience

FINRA licensed Series 6, 26, and 63Considerable knowledge of investment management industry

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits: 

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00 - $144,430.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.