Client Operations Associate

What the role needs

• Serve as an operational contact for assigned clients while partnering with senior leaders on strategic relationships.
• Coordinate client initiatives and projects by tracking timelines, milestones, decisions, risks, and deliverables.
• Develop and maintain KPI reporting, executive updates, dashboards, and governance materials.
• Maintain strategic initiative tracking and provide clear status reporting to internal stakeholders.
• Partner across Investment Services to address client needs and support consistent service delivery.
• Research and coordinate resolution of operational issues, escalating significant matters appropriately.
• Lead internal service reviews, participate in client governance meetings, and present KPIs and trends as experience grows.
• Identify opportunities to improve processes, reporting, team infrastructure, and the overall client experience.
• Bachelor s degree or equivalent work experience.
• Three to five years of experience in project management, fund administration, transfer agency, client service, investment operations, custody, or a related financial services role.
• Strong organizational, analytical, problem-solving, and relationship management skills.
• Ability to manage multiple priorities and coordinate work across cross-functional teams.

From the employer

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 Client Operations Associate supports strategic client relationships within Investment Services. This role partners across Fund Accounting, Custody, Transfer Agency, Fund Administration, Alternatives, Compliance, and other business areas to deliver a consistent, high-quality client experience. The position combines client relationship support, project coordination, KPI and executive reporting, strategic initiative tracking, and process improvement. It offers broad exposure across Investment Services and the opportunity to help build and scale the Client Operations function. Primary Responsibilities · Serve as an operational contact for assigned clients while partnering with senior leaders on strategic relationships. · Coordinate client initiatives and projects by tracking timelines, milestones, decisions, risks, and deliverables. · Develop and maintain KPI reporting, executive updates, dashboards, and governance materials. · Maintain strategic initiative tracking and provide clear status reporting to internal stakeholders. · Partner across Investment Services to address client needs and support consistent service delivery. · Research and coordinate resolution of operational issues, escalating significant matters appropriately. · Lead internal service reviews, participate in client governance meetings, and present KPIs and trends as experience grows. · Identify opportunities to improve processes, reporting, team infrastructure, and the overall client experience. Basic Qualifications · Bachelor s degree or equivalent work experience. · Three to five years of experience in project management, fund administration, transfer agency, client service, investment operations, custody, or a related financial services role. · Strong organizational, analytical, problem-solving, and relationship management skills. · Ability to manage multiple priorities and coordinate work across cross-functional teams. · Strong written and verbal communication skills, including the ability to present information clearly and professionally. · Proficiency with Microsoft Excel, PowerPoint, and reporting tools. Preferred Qualifications · Experience supporting mutual funds, collective investment trusts, alternative investments, or institutional asset management clients. · Working knowledge of Fund Accounting, Custody, Transfer Agency, or Fund Administration services. · Experience with KPI reporting, governance materials, strategic initiative tracking, or process improvement. What Success Looks Like Within the first year, the associate will become a primary operations contact for three to five key clients, take ownership of selected reporting and team processes, and actively contribute to the continued build-out of Client Operations. 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 Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. 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: $66,640.00 - $78,400.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.