Posted:
8/26/2024, 5:37:17 AM
Location(s):
Wisconsin, United States ⋅ Milwaukee, Wisconsin, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Operations & Logistics
Workplace Type:
Hybrid
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.
We are currently seeking a highly skilled Custody Operations Analyst to join our team. This Custody Operations Analyst will be responsible for the management and oversight of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes. The ideal candidate will demonstrate strong analytical capabilities, innovate effectively, thrive in a fast-paced environment, excel under deadlines, possess exception organization skills and boast a proven track record in the reconciliation process.
Additional Responsibilities:
Provides technical, industry, process, and trouble-shooting support for products or accounts to a team of operation Specialists within their own unit/discipline. Primary focus is on day-to-day deliverables, developing solutions based upon subject expertise, occasionally representing the department at a broader level; may also contribute to strategic planning within area of expertise.
Accountable for the completion of daily processing activities.
Delivers a high level of customer service and is responsible for the identification of and minimization of risk in the control environment, process efficiency and effective customer issue resolution.
Responsibilities have various levels of risk correlating to the type and size of account or product.
May be required to provide supervisory responsibilities and apply independent judgement and decision making based on area of expertise.
Requirements:
Bachelor's degree or equivalent work experience OR Associate's degree and four or more years of relevant experience
Preferred Skills/Experience:
Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
Proven experience in Broker-dealer operations
Ability to multitask and meet established deadlines in a dynamic work environment
Demonstrated analytical, problem-solving, decision-making, and organizational skills
Effective customer relations, interpersonal, and verbal and written communication skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Team Culture:
Join a team and organization committed to fostering both professional and personal growth and development opportunities.
Enjoy the convenience of Free onsite parking.
The chance to be part of an innovative, and dynamic team in Milwaukee, WI.
Location Expectations
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.
#USBOps
#WCIBO
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
EEO is the Law
U.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-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: $58,650.00 - $69,000.00 - $75,900.00Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.Website: https://www.usbank.com/
Headquarter Location: Minneapolis, Minnesota, United States
Employee Count: 10001+
Year Founded: 1863
Industries: Financial Services