U.S. Bank Investment Account Research Specialist 3 in SAINT PAUL, Minnesota
Provides quality support to investment sales staff, other internal staff, customers and Compliance by responding to and resolving issues, researching requests, and compliance questions associated with operational processing of investment related products and services. Supports all Unclaimed Property and Life Events departments investment operations’ procedures, and acts as liaison between back and front office and other staff. Isolates and identifies source of problems as well as the ability to improve current processes. Provides timely resolution to problems to adhere to regulatory requirements and service level agreements. Follows up with internal or external customers ensuring problem resolution. Develops and maintains documentation of all activities.
High school diploma or equivalent
Five or more years of experience in investment operations activities
Licensing may be required
Strong operational knowledge of all investments operations’ functions, including thorough knowledge of industry rules and regulations
Thorough understanding of investments operations such as brokerage, trust or retirement investments
Excellent customer service skills including direct client phone interaction
Well-developed interpersonal, verbal and written communication skills
Ability to manage multiple task/projects and deadlines simultaneously
Excellent computer skills, especially Microsoft Office applications
Strong planning, problem-solving and organizational skills with heavy attention to detail
Ability to identify and resolve/escalate problems
Job: Investments / Insurance
Primary Location: Minnesota-MN-Saint Paul
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 180046269
U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.