US Bank
Investment Account Research Specialist
US Bank, Saint Paul, Minnesota, United States, 55199
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
This position assists the Cash Control team with check processing, ACH money movements, and other daily processing tasks. Provides quality support to investment clients and other internal partners by responding to and resolving issues, submitting and researching requests, and replying to compliance questions associated with operational processing of investment related products and services. Supports all investment operations’ procedures and acts as liaison between clients and back office staff while also engaging front office representatives when appropriate. Isolates and identifies source of problems for clients. Provides timely resolution to issues to adhere to regulatory requirements and service level agreements. Follows up with internal or external customers ensuring problem resolution.Basic Qualifications
High school diploma or equivalentTypically three to five years of relevant work experiencePreferred Skills/Experience
Strong understanding of investments operations, including manual and automated processes, procedures and systemsStrong customer service skillsEffective interpersonal, verbal and written communication skillsAbility to manage multiple task/projects and deadlines simultaneouslyProficient computer navigation skills using a variety of software packages including Microsoft Office applicationsGood planning, problem-solving and organizational skillsAbility to identify and resolve/escalate problemsIn working with certain investment products, FINRA licensing may be requiredBenefits: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 insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawEEO is the LawU.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal
KNOW YOUR RIGHTS
EEO poster.E-VerifyU.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 .
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This position assists the Cash Control team with check processing, ACH money movements, and other daily processing tasks. Provides quality support to investment clients and other internal partners by responding to and resolving issues, submitting and researching requests, and replying to compliance questions associated with operational processing of investment related products and services. Supports all investment operations’ procedures and acts as liaison between clients and back office staff while also engaging front office representatives when appropriate. Isolates and identifies source of problems for clients. Provides timely resolution to issues to adhere to regulatory requirements and service level agreements. Follows up with internal or external customers ensuring problem resolution.Basic Qualifications
High school diploma or equivalentTypically three to five years of relevant work experiencePreferred Skills/Experience
Strong understanding of investments operations, including manual and automated processes, procedures and systemsStrong customer service skillsEffective interpersonal, verbal and written communication skillsAbility to manage multiple task/projects and deadlines simultaneouslyProficient computer navigation skills using a variety of software packages including Microsoft Office applicationsGood planning, problem-solving and organizational skillsAbility to identify and resolve/escalate problemsIn working with certain investment products, FINRA licensing may be requiredBenefits: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 insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawEEO is the LawU.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal
KNOW YOUR RIGHTS
EEO poster.E-VerifyU.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 .
#J-18808-Ljbffr