Nicholas Steigerwaldt
Milwaukee,WI
Summary
Relationship-driven professional with a background in client portfolio management, financial operations, and customer service. Proven ability to build long-term client partnerships, resolve complex issues, and deliver high-quality service in fast-paced environments. Adept at cross-functional collaboration, process improvement, and maintaining accuracy in high-volume account operations.
Overview
6
6
years of professional experience
Work History
Custodian Account Manager
U.S. Bank
09.2025 - Current
- Manage a portfolio of client accounts, ensuring accurate fund transfers and compliance.
- Serve as primary client contact, resolving inquiries, and maintaining high satisfaction.
- Collaborate across departments to resolve issues and support client retention.
- Prepare documentation for internal and external audits.
- Recognized for responsiveness and proactive problem-solving.
Accountant
U.S. Bank
01.2023 - 09.2025
- Reconciled and reported on business unit accounts, ensuring timely and accurate processing.
- Developed Excel tools to streamline reconciliation, reducing manual work.
- Partnered with cross-functional teams to resolve financial discrepancies.
- Trained new team members on reconciliation procedures and best practices.
Bartender / Front of House Team Member
HiHat/Garage
04.2021 - 09.2022
- Delivered high-quality service in a fast-paced environment, handling high-volume transactions.
- Built rapport with diverse clientele, contributing to repeat business.
- Collaborated on menu and service enhancements to boost customer satisfaction.
- Trained to manage high-pressure situations and resolve customer concerns effectively.
Coach
Amazing Athletes
06.2019 - 01.2020
- Trained and led youth classes while building relationships with parents and partners; increased enrollment 15-20%.
Education
Bachelor of Finance -
University of Wisconsin-Milwaukee
12.2022
University of Colorado-Boulder
Skills
- Customer relationship management
- Effective communication
- Team collaboration
- Problem solving
- Attention to detail
- Time management
Timeline
Custodian Account Manager
U.S. Bank
09.2025 - Current
Accountant
U.S. Bank
01.2023 - 09.2025
Bartender / Front of House Team Member
HiHat/Garage
04.2021 - 09.2022
Coach
Amazing Athletes
06.2019 - 01.2020
Bachelor of Finance -
University of Wisconsin-Milwaukee
University of Colorado-Boulder