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Mutual Fund Relationship Manager 3 at U.S. Bank - ApplyBlast

Mutual Fund Relationship Manager 3

U.S. Bank

4 months ago

3.3 on Glassdoor

Milwaukee, WI

Hybrid

Full Time

Senior

0 applicants

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About this role

A Transfer Agent at U.S. Bank acts as a primary liaison to mutual fund and alternative investment companies, providing professional support regarding shareholder services and operations. The role involves building client relationships, educating stakeholders on new offerings, and ensuring adherence to regulatory requirements while driving process improvements. Candidates will collaborate with cross-functional teams to deliver efficient solutions and maintain high standards of accuracy in a detail-oriented environment.

Responsibilities

Act as primary liaison for transfer agent services to mutual fund clients and shareholders
Build and maintain strong client relationships by responding promptly to inquiries and prioritizing needs
Educate clients on new transfer agent product offerings and industry updates to drive adoption
Evaluate pricing and support client adoption of new services aligned with business goals
Partner with teams to identify and implement process improvements enhancing operational efficiency

Skills

Qualifications

Bachelor's degree in business administrationEquivalent experience in finance industry

About U.S. Bank

usbank.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

10001+ employees

Founded

1863

View Profile

Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.