Investment Relationship Support Specialist

Us Bank; Charlotte (NC); Presencial; USD 47.000 - 62.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Paid holidays

Descripción de la vacante

U.S. Bank in Charlotte, NC is seeking an experienced support professional to assist Investment Relationship Managers with sales, processing, operations and client service.

You will help prepare investment proposals, manage paperwork, and coordinate meetings while ensuring regulatory compliance. Qualifications include a high school diploma (Bachelor's preferred), 5+ years in the investment industry, and FINRA SIE, Series 7, 63/65 or 66 licenses.

Formación

• High school diploma or equivalent required; Bachelor's degree preferred.
• 5+ years of investment industry experience preferred.
• FINRA SIE, Series 7, Series 63 and 65/66 licenses held or in process.

Responsabilidades

• Provide sales, processing, operational, administrative and customer service support to Investment Relationship Managers and teams.
• Assist in business development: meetings, client reviews, and marketing campaigns.

Conocimientos

Investment industry exp

FINRA licenses

Sales & relationship support

Educación

High school diploma or equivalent (Bachelor's degree preferred)

Descripción del empleo

U.S. Bank in Charlotte, NC is seeking an experienced support professional to assist Investment Relationship Managers with sales, processing, operations and client service.

You will help prepare investment proposals, manage paperwork, and coordinate meetings while ensuring regulatory compliance. Qualifications include a high school diploma (Bachelor's preferred), 5+ years in the investment industry, and FINRA SIE, Series 7, 63/65 or 66 licenses.