Full-Time

Global Fund Services Onboarding Professional

Posted on 8/21/2026

Deadline 9/21/26
U.S. Bank

U.S. Bank

10,001+ employees

Offers banking, loans, mortgages, investment advisory

Compensation Overview

$98.2k - $115.5k/yr

+ Equity stock purchase + 401(k) contribution + Pension

Tempe, AZ, USA + 3 more

More locations: Milwaukee, WI, USA | St Paul, MN, USA | Cincinnati, OH, USA

In Person

Bachelor's

Category
Operations & Logistics (1)
Required Skills
iOS/Swift
REST APIs

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Requirements
  • A bachelor's degree or equivalent work experience is required.
  • At least 10 years of direct experience with project management responsibilities is required.
Responsibilities
  • Support Business Development Officer and Relationship Manager teams by leading routine client onboarding calls and partnering with other Global Fund Services teams to ensure smooth client transitions from onboarding to ongoing fund servicing.
  • Ensure onboarding events proceed timely and accurately based on client intent and internal requirements, with critical documents retained within systems of record.
  • Validate that new setup documentation is completed in line with an understanding of product details.
  • Communicate efforts, status updates, and challenges to Relationship Managers and Global Fund Services leadership, escalating issues as needed.
  • Take ownership of assigned relationships and serve as an escalation point for clients.
Desired Qualifications
  • Robust knowledge of fund administration, fund accounting, transfer agency, custody, and/or regulatory compliance, especially for mutual funds or exchange-traded funds.
  • Significant prior experience in client onboarding, relationship management, trust or security operations, or project management.
  • Excellent interpersonal, verbal, and written communication skills.
  • Superior organizational, managerial, and project management skills.
  • Ability to think on your feet and resolve complex problems with minimal supervision.
  • Operational awareness and willingness to learn system inputs, outputs, and diverse product workflows.
  • Working knowledge of common investment industry communication channels, including SWIFT, FTP, APIs, and online portals.

U.S. Bank provides a wide range of banking and financial services for individuals, small businesses, and large corporations, including checking, savings, loans, mortgages, and investment advisory. Its products run through a network of physical branches and digital tools like a mobile app, enabling customers to open accounts, transfer funds, apply for loans, invest, and receive guidance. Revenue comes mainly from interest on loans, service fees, and advisory fees. The bank differentiates itself with a broad product lineup, accessibility, and inclusion, aiming to make banking easier and more accessible for people across the United States.

Company Size

10,001+

Company Stage

IPO

Headquarters

Minneapolis, Minnesota

Founded

1863

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Simplify Jobs

Simplify's Take

What believers are saying

  • Second-quarter 2026 revenue hit a record $7.7 billion, and guidance rose to 7%-9%.
  • BTIG produced $98 million revenue in its first month, beating internal expectations.
  • Amazon portfolio and BTIG should add roughly $275 million quarterly revenue by late 2026.

What critics are saying

  • BTIG integration costs $60 million in second half 2026 pressure margins and capital.
  • Cash-sweep litigation was dismissed, but brokerage fee practices remain a recurring plaintiff target.
  • Amazon and BTIG expansion concentrates execution risk; a weak quarter would expose management credibility.

What makes U.S. Bank unique

  • BTIG adds capital markets breadth in equity trading, ECM, and M&A advisory.
  • Elavon reaches 1.3 million customers and expands All-In-One payments across North America.
  • U.S. Bank now issues Amazon small-business cards, embedding itself deeper in merchant spend.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

Paid Vacation

Paid Holidays

Adoption Assistance

Paid Sick Leave

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