National Quality Review Awards U.S. Bancorp Fund Services Exceptional Designations in Third Quarter 2012
U.S. Bancorp Fund Services, LLC announced that it received outstanding
quality ratings from National Quality Review (NQR) following the firm’s
third-quarter assessment in 2012. The service provider’s premier
Transfer Agent division achieved Best-in-Class ratings in all functions
including shareholder servicing, transaction processing, and
correspondence.
The only firm to be recognized as Best-in-Class in every category for
that period, U.S. Bancorp attributes its ongoing success to the strength
of the quality management system it established as part of its ISO
9001:2008 certification.
“Our Transfer Agent employees have shown their collective dedication to
our clients by being recognized for their performance in every
function,” said Ian Martin, executive vice president of the Transfer
Agent at U.S. Bancorp Fund Services. “Achieving a clean sweep of all
categories measured by this respected institution is a great source of
pride. It reflects our team of experts’ ability to lead the competition
and surpass client expectations by delivering an exceptional shareholder
experience.”
In addition, the Transfer Agent was again awarded the NQR 5-Star
performer designation. This is a result of the division’s ongoing
mission to ensure its client’s shareholders are consistently provided
"top-quartile" or above service ratings. This focus has yielded
outstanding results as evidenced by nearly six years of 5-Star Performer
ratings with 60 Best-in-Class designations over the same time period.
“As a crucial representative of our clients, we hold ourselves to the
highest standards of customer service excellence,” said Joe Redwine,
president of U.S. Bancorp Fund Services. “Our Transfer Agent division’s
performance ratings by NQR reflect our commitment to providing accurate,
timely communication and a quality shareholder experience during every
interaction.”
About U.S. Bancorp Fund Services, LLC
Headquartered in
Milwaukee since 1969, U.S. Bancorp Fund Services, LLC provides
single-source solutions to support a variety of investment strategies
and products including mutual funds, alternative investments, open-end,
closed-end, and exchange traded funds. The division currently services
384 fund families comprised of 2,347 portfolios, 2,534 fund classes, and
4.1 million shareholder accounts with $691 billion in client assets.
U.S. Bancorp Fund Services is a subsidiary of U.S. Bank, the fifth
largest commercial bank in the United States with assets of 353 billion,
with assets of $352 billion, as noted in its 2012 Third Quarter
Corporate Profile. Visit U.S. Bancorp Fund Services on the web at www.usbfs.com.
