Investment Relationship Support Specialist

U.S. Bank; Los Angeles (CA); Presencial; USD 40.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

Life Insurance

Short-term and Long-term Disability

401(k) Plan

Paid Vacation

Paid Holidays

Adoption Assistance

Sick Leave Accruals

Descripción de la vacante

An established industry player is seeking a dedicated individual to support Investment Relationship Managers. In this role, you will provide essential administrative and customer service support, ensuring smooth operations and effective communication. Your contributions will aid in business development efforts, helping to foster relationships with clients and prospects. This position offers a dynamic work environment where you can grow your skills and make an impact from day one. Join a company that values your unique potential and provides a wide range of opportunities to thrive in your career.

Formación

• 2+ years of investment industry experience preferred.
• Ability to obtain necessary FINRA registrations and licenses.

Responsabilidades

• Provide administrative support to Investment Relationship Managers.
• Assist in business development and client relationship management.

Conocimientos

Communication Skills

Organization Skills

Problem-Solving Skills

Relationship Building

Educación

High School Diploma

Bachelor's Degree

Herramientas

FINRA SIE

Series 7

Series 63

Series 65/66

Descripción del empleo

An established industry player is seeking a dedicated individual to support Investment Relationship Managers. In this role, you will provide essential administrative and customer service support, ensuring smooth operations and effective communication. Your contributions will aid in business development efforts, helping to foster relationships with clients and prospects. This position offers a dynamic work environment where you can grow your skills and make an impact from day one. Join a company that values your unique potential and provides a wide range of opportunities to thrive in your career.