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U.S. Bank

Client Operations Associate

U.S. Bank

. Serve as an operational contact for assigned clients while partnering with senior leaders on strategic relationships .

Posted 10/23/2026full-timeUnited StatesMid-Level💰 $66,640 - $78,400 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in project management and client service within financial services, with a strong focus on KPI reporting, process improvement, and strategic initiative tracking. Capable of managing multiple priorities and fostering relationships across cross-functional teams to enhance client experience.

Highest-signal resume keywords
Project ManagementKPI ReportingClient ServiceFund AdministrationProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Project ManagementKPI ReportingFund AccountingCustodyTransfer AgencyFund AdministrationStrategic Initiative TrackingProcess ImprovementAnalytical SkillsProblem-Solving
Soft Skills
Organizational SkillsRelationship ManagementWritten CommunicationVerbal CommunicationCross-Functional Coordination
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointReporting Tools
Industry Keywords
Investment OperationsMutual FundsCollective Investment TrustsAlternative InvestmentsInstitutional Asset Management

About the role

Key responsibilities & impact
  • 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
  • Become a primary operations contact for three to five key clients within the first year
  • Take ownership of selected reporting and team processes and contribute to the continued build-out of Client Operations

Requirements

What you’ll need
  • 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
  • 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
  • Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

Benefits

Comp & perks
  • 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
  • Incentive and recognition programs
  • Equity stock purchase
  • 401(k) contribution and pension