Investment Operations Specialist - USBA Account Services

About the Team

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.

Responsibilities

• 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.

Requirements

• High school diploma or equivalent
• Four or more years of related experience

Skills

• 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.

Benefits

• 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

Pay

Pay Range: $21.25 - $28.32