Relationship Manager

U.S. Bank

. Serve as a trusted advisor to mutual fund industry clients .

Posted 10/21/2026full-timeUnited StatesJunior💰 $60,435 - $71,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client relationship management within the mutual fund industry, focusing on client retention, satisfaction, and operational compliance. Proficient in financial services operations, regulatory documentation, and effective communication to enhance service delivery.

Highest-signal resume keywords

Client Relationship ManagementFinancial Services Industry KnowledgeRegulatory ComplianceMicrosoft Excel ProficiencyOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mutual Fund OperationsRisk AssessmentFee Structure AnalysisAudit PreparationRegulatory Document Review

Soft Skills

Interpersonal SkillsAdaptabilityAttention to DetailTeam CollaborationClient Communication

Tools & Technologies

Microsoft OfficeMicrosoft Excel

Industry Keywords

Mutual Fund IndustryBrokerage IndustryFinancial ServicesClient SatisfactionU.S. Bank Policies

About the role

Key responsibilities & impact

Serve as a trusted advisor to mutual fund industry clients
Assess the changing business environment and provide expertise and guidance
Maximize client retention and expand U.S. Bancorp Fund Services' product development and services
Monitor client asset levels and propose fee structure amendments
Conduct monthly client risk assessments and measure client satisfaction for each service line
Recommend ways to maintain and increase service levels
Research client products and existing services to identify sales opportunities
Coordinate interdepartmental meetings to develop strategies and solutions for client requests
Maintain client communication and coordinate client tours of USBFS operations
Host the annual USBFS client conference
Review and approve USBFS and U.S. Bank invoices for reasonableness and accuracy
Prepare and complete transfer agent audit requests and information for SEC examinations
Review and approve shareholder statements, applications, regulatory documents, and tax forms
Assist Senior Relationship Managers with daily responsibilities

Requirements

What you’ll need

Bachelor's degree in business administration or related field, or equivalent experience
One to two years of experience in a mutual fund related or brokerage industry position
Solid knowledge of the financial services industry
Understanding of operations, legal or accounting principles impacting the mutual fund industry
Ability to build strong working relationships and promptly respond to client inquiries
Ability to understand clients' priorities and ensure ongoing client satisfaction
Effective work habits and organizational skills for prioritizing and planning
Ability to handle multiple tasks while adapting to changing client priorities
Ability to produce high-quality, accurate, thorough work with attention to detail
Team-oriented skills
Working knowledge of Microsoft Office products
Ability to build formula-driven Microsoft Excel spreadsheets
Flexibility with work hours as required to meet client expectations
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