Investment Relationship Support Specialist

U.S. Bank; San Francisco (CA); On-site; USD 28,000 - 37,000; Full time

Job summary

U.S. Bank is seeking a detail-oriented support professional to assist Investment Relationship Managers with administrative tasks, client file maintenance and scheduling. The role covers proposal preparation, correspondence and back-office workflow in a Pacific Standard Time aligned team.

Ideal candidates bring 5+ years in investment services, FINRA registrations, and strong communication skills to help drive client relationships and regulatory compliance across the brokerage offerings.

Qualifications

• High school diploma or equivalent (Bachelor's degree preferred).
• Five or more years of investment industry experience preferred.
• FINRA SIE, Series 7, 63/65 or 66 registrations and life, variable life, health and disability licenses.
• SIE at a minimum highly preferred

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Investment Relationship Managers.
• Prepare investment proposals/reviews and routine correspondence; manage client files and paperwork.
• Coordinate meetings, calls and business development activities with internal teams.
• Assist in marketing campaigns and seminars; ensure compliance with regulatory requirements.

Skills

Customer service

Administrative support

Strong communication

Regulatory knowledge

Time management

Education

Bachelor's degree preferred

High school diploma or equivalent

FINRA SIE / Series licenses (SIE preferred)

Tools

Microsoft Office

CRM software

Job description

U.S. Bank is seeking a detail-oriented support professional to assist Investment Relationship Managers with administrative tasks, client file maintenance and scheduling. The role covers proposal preparation, correspondence and back-office workflow in a Pacific Standard Time aligned team.

Ideal candidates bring 5+ years in investment services, FINRA registrations, and strong communication skills to help drive client relationships and regulatory compliance across the brokerage offerings.