Sales Account Manager helping businesses discover quality products in Plano, Texas. Managing accounts, prospecting new business, and providing effective solutions using high quality products.
About the role
- Fund Custody Account Manager managing various Fund Custody accounts at U.S. Bank. Providing expertise in regulatory guidelines and client interactions to ensure high-level customer service and compliance.
Responsibilities
- Serve as one of the client's primary contacts, delivering a high level of customer service.
- Manage daily account administration with focus on daily and future cash positions.
- Create and deliver reporting documents to external customers within established timeframes.
- Prepare and develop reports for management.
- Respond to inquiries and coordinates resolution regarding securities issues from internal and external customers, management, internal and external auditors, and regulatory authorities.
- Adhere to strict business line Service Level Agreements.
Requirements
- Bachelor’s degree, or equivalent work experience
- Three to five years of experience in securities operations, accounting, trade processing and customer service activities
- Some knowledge of trust and securities operational functions, systems, procedures, various products and/or services supported by the assigned area(s)
- Basic knowledge of regulatory and accounting principles
- Strong analytical, problem-solving, decision-making, and organizational skills
- Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic team work environment
- Strong customer relations, interpersonal, and verbal and written communication skills
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Benefits
- 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
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