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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in analyzing fee schedules and agreements within Wealth Management and Investment Services, ensuring accuracy in billing and compliance with regulations. Strong analytical and problem-solving capabilities are essential for investigating discrepancies and delivering exceptional customer service.
Highest-signal resume keywords
Fee Schedule AnalysisBilling AccuracyFinancial Industry ExperienceCustomer Relations SkillsAnalytical Problem-Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Fee Schedule InterpretationDocumentation ValidationInvoicing MonitoringBilling Discrepancy InvestigationFinancial Analysis
Soft Skills
Organizational SkillsVerbal CommunicationWritten CommunicationDecision-MakingCustomer Service
Certifications & Qualifications
Bachelor's Degree in AccountingBachelor's Degree in Finance
Industry Keywords
Wealth ManagementInvestment ServicesTrust OperationsSecurities OperationsRegulatory Compliance
About the role
Key responsibilities & impact- Analyze and interpret fee schedules and agreements for Wealth Management & Investment Services accounts
- Review new account setup and fee maintenance requests submitted by business lines
- Validate documentation, approvals, and fee schedules for completeness and accuracy
- Translate fee schedules into system setup and billing instructions
- Monitor invoicing and billing activities and ensure fee revenue is captured correctly
- Investigate billing discrepancies and determine corrective action
- Review reports and exceptions
- Research and resolve billing exceptions
- Work with managers and peers to complete required requests, controls, and approvals
- Partner with Relationship Managers, Product partners, Trust teams, Operations, and other stakeholders regarding fee questions and maintenance requests
- Explain fee impacts and operational requirements to business partners
- Deliver a high level of customer service
Requirements
What you’ll need- Bachelor's degree in accounting, finance or related field, or equivalent work experience
- One or more years of financial industry related experience
- Some background and knowledge of trust and securities operational functions, systems, procedures, various products and/or services supported by the assigned area(s) and applicable regulations
- Strong analytical, problem-solving, decision-making, and organizational skills
- Strong customer relations skills
- Strong verbal and written communication skills
- Must work in office 60% of the workdays per week
- 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
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