Affluent Wealth Management Associate

Usbank; Fairview Heights (IL); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Healthcare benefits

Paid vacation

401(k)

Job summary

U.S. Bank is seeking an Investment Support Specialist to provide sales, processing, and administrative support to Investment Relationship Managers. You will prepare investment proposals, organize client files, and help manage routine correspondence to ensure accurate and timely client service.

The role emphasizes collaboration across departments to plan marketing campaigns and coordinate seminars, while maintaining compliance with regulatory standards and internal processes.

Qualifications

• Experience with brokerage industry policies and standards is required.
• Ability to profile clients, leads and prospects for growth.
• Prior sales and service experience in Brokerage/Investment Advisory is preferred.

Responsibilities

• Provide sales, processing, and administrative support to Investment Relationship Managers.
• Prepare investment proposals and routine correspondence for clients.
• Organize paper flow and maintain client files per record-keeping requirements.
• Assist in business development and client outreach campaigns.

Skills

Regulatory knowledge

Client profiling

Sales experience

Operations understanding

Analytical skills

Communication

Microsoft Office

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office

Job description

U.S. Bank is seeking an Investment Support Specialist to provide sales, processing, and administrative support to Investment Relationship Managers. You will prepare investment proposals, organize client files, and help manage routine correspondence to ensure accurate and timely client service.

The role emphasizes collaboration across departments to plan marketing campaigns and coordinate seminars, while maintaining compliance with regulatory standards and internal processes.