Investment Operations Specialist - USBA Account Services

Investment Operations Specialist

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

Try new things, learn new skills and discover what you excel at—all from Day One.

Join the USBA Account Services team, also known as the New Account Application Team, supporting U.S. Bank's investment and brokerage operations. This team plays a critical role in opening and maintaining investment accounts, ensuring documentation is accurate, complete, and processed efficiently. Working closely with internal field representatives and investment advisors, you'll help support a seamless client onboarding and account maintenance experience behind the scenes.

As an Investment Operations Specialist, you will be responsible for reviewing and processing investment account requests, performing quality control on documentation, and maintaining account information within brokerage systems. This is an excellent opportunity for someone who enjoys detailed work, thrives in a fast-paced environment, and wants to build a career in financial services and investment operations.

What You'll Do

- Review account documentation for completeness and accuracy.

- Perform quality control checks on new account and maintenance requests.

- Open new investment and brokerage accounts.

- Update existing account information and records.

- Process account maintenance requests within Wealthscape and other operational systems.

- Manage and prioritize work from assigned processing queues.

- Respond to requests and questions from internal field representatives and investment advisors.

- Follow established procedures while meeting productivity and quality expectations.

- Support a variety of account types, including brokerage accounts, IRAs, and Roth IRAs.

Basic Qualifications
- High school diploma or equivalent
- Four or more years of related experience

Preferred Skills/Experience
- Experience in financial services, banking, investments, brokerage operations, or a related industry.

- Familiarity with investment products such as brokerage accounts, IRAs, Roth IRAs, and retirement accounts.

- Experience processing documentation or conducting quality reviews in an operations environment.

- Associate's or bachelor's degree, preferably in Finance, Business, Economics, or a related field.

- Thorough knowledge of the computer applications used in the assigned area
- Strong ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to operate various types of office equipment
- Strong customer service and relations skills
- Ability to identify and resolve/escalate problems
- Advanced mathematical and/or accounting skills
- Good data entry skills
- Effective verbal and written communication skills

Location Expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• 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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $21.25 - $28.32