Investment Operations Specialist: Brokerage Accounts
Job in
Lakeville, Dakota County, Minnesota, 55044, USA
Listed on 2026-08-03
Listing for:
U.S. Bank
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
U.S. Bank in Saint Paul, MN is seeking an Investment Operations Specialist to support the New Account Application Team in opening and maintaining investment accounts. You will review documentation for completeness and perform quality checks in Wealthscape and other systems.
You will handle requests from internal field representatives and investment advisors, manage processing queues, and ensure accuracy while meeting productivity targets in a fast-paced financial services environment.
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