Referso Jobs

Client Manager

U.S. Bank National Association · Posted Nov 9, 2026

Open

Boston, Massachusetts, United States
Hybrid
Full-time · Mid
$125K–$152K per year

Client Manager

U.S. Bank National Association · Posted Nov 9, 2026

Open

Boston, Massachusetts, United States
Hybrid
Full-time · Mid
$125K–$152K per year

Client Manager

U.S. Bank National Association · Posted Nov 9, 2026

Open

Chicago, Illinois, United States
$118K–$144K per year
5–7 years

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Responsible for developing and maintaining relationships with Corporate Trust clients, managing client value, and supporting new business development.

Compensation

Pay Range: $117,630.00 - 143,770.00

Responsibilities

Develop and maintain relationships with Corporate Trust clients
Manage client value and revenue goals
Provide quality service and resolve client issues
Collaborate with business development staff
Identify and mitigate business risks

Requirements

Bachelor’s degree or equivalent work experience

Skills

Corporate trust and investment instruments Account management Trust operations Project management Legal regulations New business development Problem resolution

Specialty Support Representative III

UKG · Posted Nov 12, 2026

Open

Montreal, Quebec, Canada
CA$51K–CA$68K per year
2+ years

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Provides consultative support and timely payment processing for UKG customers using the Employee Pay Services offering, applying advanced knowledge of payroll, payment operations, banking rules, and Canadian banking requirements.

Compensation

The pay range for this position is $51,000 CAD to $68,200 CAD.

Responsibilities

Providing experienced, consultative support and responding to customer inquiries within service level agreements for the Employee Pay Services offering.
Prioritizing check verification calls, team intake requests, and customer cases according to urgency, business impact, customer needs, and bank cutoff times.
Facilitating stop payment and ACH reversal requests with banks on customers’ behalf, including researching requirements and communicating applicable banking rules, regulations, and timelines.
Meeting internal and external deadlines associated with payroll funding, payment processing, bank cutoffs, returns, reversals, and other time-sensitive activities.
Proactively notifying customers and partnering with them to resolve urgent payroll funding and payment matters.

Requirements

Bachelor’s degree in Accounting, Finance, Business, or a related discipline
Nice to have: Bachelor’s degree in Accounting, Finance, Business

Skills

Payroll

Client Manager

U.S. Bank · Posted Nov 12, 2026

Open

Atlanta, Georgia, United States
Hybrid
Full-time · Mid
$104K–$127K per year
5–7 years

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Responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization.

Compensation

Pay Range: $103,950.00 - 127,050.00

Responsibilities

Reviews and accepts new client relationships based on business line account acceptance policies and procedures
Provides quality service based on client needs, wants, and expectations
Builds distinctive predictable levels of service
Resolves problems quickly and effectively
Works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations from existing or prospective clients

Requirements

Bachelor’s degree
Nice to have: Trust line of business knowledge
Nice to have: Problem resolution
Nice to have: Client communication

Skills

Corporate trust knowledge Investment instruments knowledge Account management Trust operations

Trust Operations Manager

Columbia Bank · Posted Nov 10, 2026

Open

Denver, Colorado, United States
On-site
Full-time · Manager
$79K–$127K per year
8+ years

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The Trust Operations Manager – Columbia Private Trust is responsible for managing all aspects of the firm’s outgoing distributions, transfers, and rollover activity, ensuring compliant, accurate, and timely processing of client distribution and transfer out requests.

Compensation

The base pay range for this role is $79,000.00 to $127,000.00.

Responsibilities

Managing outgoing distributions, transfers, and rollover activity
Processing cash transfers, asset transfers, rollovers, recharacterizations, and beneficiary processing
Day-to-day leadership of the team, including mentoring and coaching
Training and/or overseeing staff in re-registration, transfers out, and distributions
Monitoring employee work performance and preparing evaluations

Requirements

Formal college-level training/education in business or trust, or equivalent training and experience
Nice to have: Certified IRA Services Professional (CISP)
Nice to have: Retirement Industry Trust Association (RITA) certified Self Directed IRA Industry Professional (SDIP)

Skills

Trust Operations Team leadership Compliance

Client Manager

U.S. Bank · Posted Nov 9, 2026

Open

Chicago, Illinois, United States
$118K–$144K per year
5–7 years

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Responsible for developing and maintaining relationships with Corporate Trust clients, managing the value of these relationships to the organization.

Compensation

Pay Range: $117,630.00 - 143,770.00

Responsibilities

Develop and maintain relationships with Corporate Trust clients
Review and accept new client relationships based on business line account acceptance policies
Provide quality service based on client needs and expectations
Build distinctive predictable levels of service
Resolve problems quickly and effectively

Requirements

Bachelor’s degree or equivalent work experience
Nice to have: corporate trust
Nice to have: investment instruments
Nice to have: account management
Nice to have: trust operations

Skills

corporate trust investment instruments account management trust operations project management

Trust Operations Analyst

First American · Posted Nov 9, 2026

Open

Santa Ana, California, United States
Full-time · Senior
$27–$36 per hour
7+ years

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Lead or serve as subject matter expert for trust operations functions, ensuring accurate and timely processing of trust transactions and supporting audits and procedural improvements.

Compensation

Pay Range: $26.88 - $35.83 Hourly

Responsibilities

Perform complex accounting functions related to trust accounts including cash receipts, disbursements, income collection, trade settlement and control of the trust accounting system
Conduct monthly certifications (audits) of critical general ledger and other accounts
Identify discrepancies for management review and correction
Input accounting entries; prepare and reconcile daily blotter to the trust accounting system
Review and process reject items; receive, distribute and file related documents

Requirements

High school diploma
Bachelor's degree

Skills

trust accounting systems Microsoft Office Excel Word Outlook trust operations

Client Manager

U.S. Bank · Posted Nov 9, 2026

Open

Boston, Massachusetts, United States
$125K–$152K per year
5–7 years

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Compensation

Pay Range: $124,650.00 - 152,350.00

Responsibilities

Develop and maintain relationships with Corporate Trust clients
Review and accept new client relationships
Provide quality service based on client needs
Build predictable levels of service
Resolve problems quickly and effectively

Requirements

Bachelor’s degree
Nice to have: corporate trust
Nice to have: investment instruments
Nice to have: account management
Nice to have: trust operations

Skills

corporate trust investment instruments account management trust operations project management legal regulations new business development

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