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Completes operational processing of brokerage account transfer requests with a focus on process Company websitees lead support to the account transfers area, internal partners, and advisors by responding to and resolving issues, researching requests, and testing system enhancements. Supports investment operations procedures, and acts as liaison between back and front office. Provides timely resolution to problems to adhere to regulatory requirements and service level agreements. Follows up with internal or external customers ensuring problem resolution. Develops and maintains documentation of all activities. **Qualifications:** **Basic Qualifications** - High school diploma or equivalent - Five or more years of relevant experience - Licensing may be required **Preferred Skills/Experience** - Strong operational knowledge of investments operations functions, including thorough knowledge of industry rules and regulations - FINRA Series 7, 99 or SIE - Thorough understanding of the account transfers process - Excellent customer service skills - Well-developed interpersonal, verbal and written communication skills - Ability to manage multiple tasks and meet tight deadlines - Strong planning, problem-solving and organizational skills - Ability to identify and resolve complex requests - Acute attention to detail - Ability to identify potential risks and proactively seek solutions - Excellent computer skills, especially Microsoft Office applications **Job:** Investments / Insurance **Primary Location:** Minnesota-MN-Saint Paul **Shift:** 1st - Daytime **Average Hours Per Week:** 40 **Requisition ID:** 190025917 U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce. 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.
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