Minneapolis, Minnesota, United States · Hybrid
$93k–$109k/yr
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 tak…
Skills: Trust Administration, Account Opening, Investment Services, Fiduciary Law, KYC
Cincinnati, Ohio, United States · Hybrid
$76k–$89k/yr
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 tak…
Skills: Production Support, Data Integration, Troubleshooting, Business Analysis, EDI Formats
Portland, Oregon, United States · On-site
$112k–$136k/yr
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 tak…
Skills: Relationship management, Business development, Sales, Strategic planning, Consultative selling
Minneapolis, Minnesota, United States · Hybrid
$120k–$141k/yr
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 tak…
Skills: Product Strategy, Product Roadmap, OKRs, Agile Methodology, Customer Experience Research
Edina, Minnesota, United States · On-site
$21/hr–$26/hr
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 tak…
Skills: Relationship Management, Retail Banking, Customer Service, Digital Banking Proficiency, Financial Counseling
Cincinnati, Ohio, United States · On-site
$28/hr–$37/hr
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 tak…
Skills: Account Opening, Private Wealth Management, Client Service, Problem Resolution, Microsoft Office
Hopkins, Minnesota, United States · On-site
$71k–$84k/yr
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 tak…
Skills: Systems Analysis, Workflow Optimization, Cost Analysis, Project Management, Testing Methodology
Jacksonville, Florida, United States · Hybrid
$104k–$127k/yr
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 tak…
Skills: Corporate Trust, Account Management, Relationship Management, Trust Operations, Project Management
Chino, California, United States · On-site
$25/hr–$31/hr
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 tak…
Skills: Relationship Management, Retail Banking, Customer Service, Financial Counseling, Digital Banking Proficiency
Luxembourg, Luxembourg, Luxembourg · Hybrid
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, enabling the communities we support to grow and succeed in the right ways, al…
Skills: Cash flow monitoring, Safekeeping, Recordkeeping, Ownership verification, UCITS regulations
Perry County, Ohio, United States · Hybrid
$80k–$98k/yr
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, enabling the communities we support to grow and succeed in the right ways, al…
Skills: Sales Acumen, Pipeline Management, Payment Processing, Merchant Services, Salesforce
Pallavaram, Tamil Nadu, India · On-site
At U.S. Bancorp India, we’re on a journey to do our best. 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. Bancorp India gives you a wid…
Skills: Full Stack Development, Agile Software Development Lifecycle, DevOps, Algorithms, Data Structures
Portland, Oregon, United States · Hybrid
$93k–$109k/yr
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 tak…
Skills: Operational Management, Team Leadership, Compliance, Project Management, Financial Analysis
Pallavaram, Tamil Nadu, India · On-site
At U.S. Bancorp India, we’re on a journey to do our best. 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. Bancorp India gives you a wid…
Skills: Full Stack Development, Agile Software Development, DevOps, Software Architecture, Software Reliability Engineering
Charlotte, North Carolina, United States · Hybrid
$67k–$78k/yr
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 tak…
Skills: Cash Management, Asset Management, Trust Accounting, Bond Financing Interpretation, Financial Calculations
Tempe, Arizona, United States · On-site
$28/hr–$37/hr
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 tak…
Skills: Credit Analysis, Analytical Skills, Credit Administration, Economics, Accounting
Pallavaram, Tamil Nadu, India · On-site
At U.S. Bancorp India, we’re on a journey to do our best. 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. Bancorp India gives you a wid…
Skills: Risk Management, Compliance, Audit, Analytical Skills, Process Facilitation
Minneapolis, Minnesota, United States · Remote OK
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, enabling the communities we support to grow and succeed in the right ways, al…
Skills: Relationship Management, Commercial Strategy, Financial Performance Management, Stakeholder Management, Project Management
New York, New York, United States · On-site
$81k–$96k/yr
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 tak…
Skills: FX Trading, Risk Management, Market Analysis, Excel (VBA), Tableau
Ontario, Canada · Remote OK
A leader in the payments industry, Elavon provides end-to-end payment processing solutions and services to more than one million merchants around the world. If you want to make a difference in your life, your community a…
Skills: Consultative Selling, Sales Pipeline Management, Negotiation, Closing Sales, CRM Management
Minneapolis, Minnesota, United States • Hybrid
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The associate manages the end-to-end process for opening banking, trust, and investment accounts while ensuring compliance with governing documents and policies. They are also responsible for maintaining fee setups, account recodings, and addressing portfolio risk exceptions.
Candidates must have a bachelor's degree in Finance or Business and at least 2 years of experience in wealth management or trust administration. Proficiency in fiduciary law, KYC/AML compliance, and trust/investment systems is highly preferred.
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.
Ascent Private Capital Management is a leading player in the ultra-high-net-worth financial services industry, dedicated to helping our clients and families achieve their financial goals. The Family Office Operations Associate supports trust and investment account openings by reviewing statements and governing documents and using that information to establish account, payment, and monitoring setups across multiple bank systems. Works in partnership with Client Teams and internal partners to support onboarding and management of post opening account maintenance and system updates. Collaborates with downstream teams to support smooth transitions into ongoing servicing, with an understanding of how onboarding activities impact continued account support.
Key Responsibilities:
Account Opening
Operations
Risk Management & Compliance
Basic Qualifications
Preferred Skills/Experience
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.
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
Review our full benefits available by employment status here.
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.
U.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 E-Verify program.
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: $92,820.00 - $109,200.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Elavon, a wholly owned subsidiary of U.S. Bank, is the connecting force behind smarter payments – bringing together secure, scalable solutions backed by trusted industry expertise to move commerce forward. For more than 30 years, Elavon has helped businesses simplify payments and grow with confidence. Our intuitive technologies and integrated tools make every aspect of commerce more seamless, secure, and scalable – from accepting transactions to managing risk, settlement, and support. We partner with organizations of all sizes, across industries and geographies, handling the full acquiring relationship while working closely with clients to understand their goals. By integrating the entire payments ecosystem, Elavon helps businesses focus on what matters most: progress.
Offices: Two Concourse Parkway, Suite 800, Atlanta, GA 30328, US · 7300 Chapman Hwy, Knoxville, TN 37920, US
Elavon, a wholly owned subsidiary of U.S. Bank, is the connecting force behind smarter payments – bringing together secure, scalable solutions backed by trusted industry expertise to move commerce forward. For more than 30 years, Elavon has helped businesses simplify payments and grow with confidence. Our intuitive technologies and integrated tools make every aspect of commerce more seamless, secure, and scalable – from accepting transactions to managing risk, settlement, and support. We partner with organizations of all sizes, across industries and geographies, handling the full acquiring relationship while working closely with clients to understand their goals. By integrating the entire payments ecosystem, Elavon helps businesses focus on what matters most: progress.
Offices: Two Concourse Parkway, Suite 800, Atlanta, GA 30328, US · 7300 Chapman Hwy, Knoxville, TN 37920, US
