Global Fund Services Onboarding Professional

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 Global Fund Services Onboarding team provides guidance and education to Global Fund Services clients throughout the process of establishing and launching new investment products as well as helping integrate clients into the broader U.S. Bank ecosystem.

As an onboarding specialist, you will work directly with clients and internal Global Fund Services teams to manage onboarding events and help establish registered investment products of various sizes. These products generally consist of mutual funds, exchange traded funds, or similar investment vehicles.

As an onboarding specialist, you will be expected to perform the following:

• Support our Business Development Officer and Relationship Manager teams by leading routine client onboarding calls and partner with other Global Fund Services teams to ensure smooth client transitions from onboarding to ongoing fund servicing

• Ensure onboarding events are proceeding timely and accurately based on client intent and internal requirements, with critical documents being retained within systems of record

• Validate new setup documentation is completed in line with understanding of product details

• Effectively communicate efforts, status updates, and challenges to Relationship Managers and Global Fund Services leadership, ensuring proper escalation as needed

• Willingness to take ownership of assigned relationships and serve as an escalation point for clients

• Embrace change and continually think outside of the box to find new ways to solve problems

As an emerging professional, our broader team will help you grow and develop continued experience and understanding of our customers, products, and provided services. We provide a career path that can lead to working on increasingly complex onboarding assignments, significant and diversified career growth, and expanded autonomy.

Basic Qualifications
- Bachelor's degree, or equivalent work experience
- 10 or more years of direct experience with project management responsibilities

Preferred Skills/Experience

• Robust knowledge of fund administration, fund accounting, transfer agency, custody, and/or regulatory compliance, especially with mutual funds or ETFs

• Significant prior experience in client onboarding, relationship management, trust/security operations, or project management

• Excellent interpersonal, verbal, and written communication skills

• Superior organizational, managerial, and project management skills

• Ability to think on your feet and resolve complex problems with minimal supervision

• Operationally conscious with a desire to learn system inputs, outputs, and diverse product workflows

• Working knowledge of common investment industry communication channels (SWIFT, FTP, APIs, online portal)

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:

• 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