Custody Operations Analyst - Wealth Operations
About the position
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. Job Description We encourage growth – and reward the journey U.S. Bank is hiring a professional to join our Custody Operations Trade Services Team within Wealth Operations. This is an exciting opportunity to build specialized operational expertise while working in a collaborative, fast‑paced environment that values accuracy, accountability, and growth. About the Role Trade Service Analysts (TSAs) play a critical role as the primary communication link between our clients, business lines, and internal operations teams. This is a highly client‑facing position focused on resolving post‑execution trade settlement inquiries by partnering across multiple internal groups to ensure trades are settled accurately, efficiently, and on time. This is a fast‑paced, high‑impact role ideal for individuals who thrive in collaborative environments, are comfortable managing complex operational issues, and are passionate about delivering exceptional client service.
Responsibilities
• Serve as the primary point of contact for clients and internal partners regarding post‑execution trade settlement inquiries
• Resolve trade settlement issues by collaborating with internal operations, technology, and business line partners
• Communicate effectively with clients and internal teams, with approximately 80–90% of interactions via email and 10–20% via phone
• Handle direct client outreach, including unexpected inbound calls and participation in client meetings as needed
• Monitor and follow up on open trade issues to ensure timely and accurate resolution
• Identify potential risks or issues within the trade settlement process and escalate appropriately
• Maintain accurate documentation and provide clear, professional communication throughout the issue‑resolution lifecycle
• Adapt quickly to changing priorities in a deadline‑driven, high‑volume environment
Requirements
• Two years or more of related experience
Nice-to-haves
• Bachelor's degree
• Prior experience in Custody Operations or Trade Services
• Familiarity with internal custody or trade processing systems (e.g., SCI, SWP or similar platforms)
• Strong problem‑solving skills and a proactive, solution‑oriented mindset
• Adaptability to new technology and evolving business processes
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
Apply tot his job
Apply To this Job
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. Job Description We encourage growth – and reward the journey U.S. Bank is hiring a professional to join our Custody Operations Trade Services Team within Wealth Operations. This is an exciting opportunity to build specialized operational expertise while working in a collaborative, fast‑paced environment that values accuracy, accountability, and growth. About the Role Trade Service Analysts (TSAs) play a critical role as the primary communication link between our clients, business lines, and internal operations teams. This is a highly client‑facing position focused on resolving post‑execution trade settlement inquiries by partnering across multiple internal groups to ensure trades are settled accurately, efficiently, and on time. This is a fast‑paced, high‑impact role ideal for individuals who thrive in collaborative environments, are comfortable managing complex operational issues, and are passionate about delivering exceptional client service.
Responsibilities
• Serve as the primary point of contact for clients and internal partners regarding post‑execution trade settlement inquiries
• Resolve trade settlement issues by collaborating with internal operations, technology, and business line partners
• Communicate effectively with clients and internal teams, with approximately 80–90% of interactions via email and 10–20% via phone
• Handle direct client outreach, including unexpected inbound calls and participation in client meetings as needed
• Monitor and follow up on open trade issues to ensure timely and accurate resolution
• Identify potential risks or issues within the trade settlement process and escalate appropriately
• Maintain accurate documentation and provide clear, professional communication throughout the issue‑resolution lifecycle
• Adapt quickly to changing priorities in a deadline‑driven, high‑volume environment
Requirements
• Two years or more of related experience
Nice-to-haves
• Bachelor's degree
• Prior experience in Custody Operations or Trade Services
• Familiarity with internal custody or trade processing systems (e.g., SCI, SWP or similar platforms)
• Strong problem‑solving skills and a proactive, solution‑oriented mindset
• Adaptability to new technology and evolving business processes
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
Apply tot his job
Apply To this Job