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Transfer Agent - Alternative Investments Client Representative - Milwaukee - 532
Milwaukee, WI
Job Description
b"At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we/xe2/x80/x99re one of the country's most respected, innovative and successful financial institutions. 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./nJOB DESCRIPTION/nResponsible for the analysis and processing of a variety of complex alternative investment transaction requests for fund companies and their shareholders; including, capital calls, tender offers and distributions within client standards for productivity and accuracy., Create and deliver standard, custom and ad hoc reports and respond to telephone inquiries from existing shareholders, institutional clients, and broker/dealers regarding transactions and specific account information./xc2/xa0 Attend and participate in client onboarding meetings to understand new client needs and expectations and meet with existing clients as needed,/xc2/xa0 Researches shareholder requests to ensure compliance with SEC, STA, and internal policies and procedures./nBasic Qualifications/n * Associate's or Bachelor's degree in business or related field, or equivalent work experience/n * Minimum two years of related work experience, such as accounting/financial transactions and customer service/nPreferred Skills/Experience/n * Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines/n * Ability to perform multiple tasks in a dynamic working environment with minimal supervision/n * Excellent verbal and written communication skills/n * Proficient mathematical and computer skills/n * Excellent customer service skills/nTelecommuting/Office Location/Hours/n * During the pandemic this position will be onboarded and worked remotely/from home. Once it's safe again, employees will likely return to the office in a hybrid capacity and will be able to telecommute at least two days per week./n * Our office is located downtown Milwaukee (near the intersection of E Michigan Street and N Milwaukee Street)./n * Standard hours of this position are Monday-Friday, 8:30am-5:00pm./nBenefits:/xc2/xa0/nTake care of yourself and your family with U.S. Bank employee benefits. /xc2/xa0We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. /xc2/xa0That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family./nLearn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting/xc2//careers [is the Law/nApplicants can learn more about the company/xe2/x80/x99s status as an equal opportunity employer by viewing the federal EEO is the Law [poster./nE-Verify/nU.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the/xc2/xa0E-Verify program [
Job Summary
Company
usbankcareers
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Associate Degree
Required Experience
2+ years
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